AD-A284 389

THE FACTORS OF SOLDIER'S LOAD

A thesis presented to the Faculty of the U.S. Army

Command and General Staff College in partial
fulfillment of the requirements for the
degree
MASTER OF MILITARY ART AND SCIENCE

by
STEPHEN J. TOWNSEND, MAJOR, USA
B.S., North Georgia College, Dahlonega, Georgia, 1982
OTIC
94-30074 SEP 1 91994

Fort Leavenworth, Kansas

1994

Approved for public release; distribution is unlimited.

 3 June 1994 Master's Thesis, 2 Aug 93-3 Jun 94

The Factors of Soldier's Load

Major Stephen J. Townsend, USA

U.S. Army Command and General Staff College

ATTN: ATZL-SWD-GD
Fort Leavenworth, Kansas 66027-6900

Approved for public release, distribution is unlimited.

This study examines the factors that cause or contribute to the overloading of
dismounted combat soldiers in the Army of the 1990's. This examination considers
the body of literature on the subject, primarily post-World War II, to identify
what factors cause soldiers to carry too much weight into battle. The goals of
the study are to identity the causative factors and increase leader understanding
of the problem and review previous recommendations towards solving it. From the
research, the study identifies twelve factors that cause or contribute to
soldier's overload: lack of appreciation of the problem, fear and fatigue, the
fear of risk, the fire load, the drag of orthodoxy, failures of discipline and
the enforcement of standards, myths of peac(etime training, the nature of the
soldier, lack of transport, the effects of technology, terrain and weather, and
physical conditioning.

Load, Soidier's Load, Rucksack, Physical Conditioning, Combat

Load, Fighting Load, Sustainment Load, Approach March Load,
Fear, Fatigue, Risk, Training, Transport, Techn-logy

UNCLASSIFIED UNCLASSIFIED UNCLASSIFIED

I .1
 THE FACTORS OF SOLDIER'S LOAD

A thesis presented to the Faculty of the U.S. Army

Command and General Staff College in partial
fulfillment of the requirements for the
degree

MASTER OF MILITARY ART AND SCIENCE

by
STEPHEN J. TOWNSEND, MAJOR, USA
B.S., North Georgia College, Dahionega, Georgia, 1982
Acceslon For
NTIS CRA&I
DTIC TAB
Uncinnotinced cl
Jy.... ..............................

Distibution I

Fort Leavenworth, Kansas Availabilty o .

1994 -- T -Avall
Dist andIor
ipouial

Approved for public release; distribution ib unlimited.

.r C :'111
IA
 MASTER OF MILITARY ART AND SCIENCE
THESIS APPROVAL PAGE

Name of Candidate: Major Stephen J. Townsend, Infantry

Thesis Title: The Dynamics of Soldier's Load

Approved by:

e_1 Thesis Committee Chairman

LTC Charles M.-Gelwlx, M.S.Ed.

MAJXMIchael R. Pay t, Ph.D.

Accepted this 3rd day of June 1994 by:

Pi1' /---- Director, Graduate Degree

Ph Brookes, Ph.D. Programs

The opinions and conclusions expressed herein are those of

the student author and do not necessarily represent the
views of the U.S. Army Command and General Staff College or
any other govev'nment agency. (References to this study
should Include the foregoing statement.)'

ii
 ABSTRACT

THE FACTORS OF SOLDIER'S LOAD by Major Stephen J. Townsend,

USA, 111 pages.

This study examines the factors that cause or contribute to

the overloading of dismounted combat soldiers in the Army
of the 1990's. This examination considers the body of
literature on the subject, primarily post-World War Two, to
identify what factors cause soldier's to carry too much
weight into battle.

TV.e goals of the study are to identify the causative

factors and Increase leader understanding of the problem.

From the research, the study identifies twelve factors that

cause or contribute to soldier's overload: Lack of
appreciation of the problem, fear and fatigue, the fear of
risk, the fire load, the drag of orthodoxy, failures of
discipline and the enforcement of standards, myths of
peacetime training, the nature of the soldier, lack of
transport, the effects of technology, terrain and weather,
and physical conditioning.

iii
 ACKNOWLEDGEMENTS

Tc- my family who kept me sane and my morale high by

6',-ir well-timed interruptions. To my committee for their
advice, patience, and application of "academic rigor." To
many fellow Infantrymen who contributed ideas and advice.
To the following organizations for their help and

contributions:
Combined Arms Command
Center for Army Lessons Learned
Combined Arms Research Library
Joint Readiness Training Center
National Training Center
United States Army Infantry School
Dismounted Battlespace Battle Lab
Directorate of Combat Developments
Donovan Technical Library
U.S. Army Natick Research, Development, and
Engineering Center
25th Infantry Division (Light)
Ranger Training Brigade

iv
 TABLE OF CONTENTS

APPROVAL PAGE ........................ . ......... . ii

ABSTRACT ............................................. III

ACKNOWLEDGEMENTS ..................................... Iv

LIST OF FIGURES ...................................... vi

CHAPTERS
ONE. INTRODUCTION ................................. 1
TWO. REVIEW OF LITERATURE .............. ... . 14
THREE. RESEARCH DESIGN ........................ . 43

FOUR. RESEARCH ANALYSIS .......................... 51

FIVE. CONCLUSIONS AND RECOMMENDATIONS ...... 87

APPENDIX. SOLDIER'S LOAD FACTORS OUTLINE ............ 105

BIBLIOGRAPHY ................. ...................... .. 107

INITIAL DISTRIBUTION LIST ........ .............................. 111

 LIST OF FIGURES

Figure Page
1. Research Methodolgy ............. ................. 44

2. Source-Factor Matrix ............................. .. 52

3. RefinedList of Factors .......................... 93

vi
 CHAPTER ONE
INTRODUCTION

We all knew we were carrying too much weight. It

was pinning us down when the situation called for us to
bound forward. Th? equipment had some of us whipped
before we started.
PFC Hugo DeSantis
Co. E, 16th Infantry
Omaha Beach, 1944

We attacked to secure the airhead. We were lTke

slow moving turtles. My ruck weighed 120 pounds.
American Airborne Soldier
Grenada, 1983

One of the tenets of Army doctrine in Field Manual

100-5 QIp.r.aition. is agility. This quality, as much mental

as physical, gives us the ability to react more quickly than

the enemy and to seize the initiative. For dismounted

saldlers, agility is defined as a combination of strength,

speed, reaction time, and endurance.3 Agility enables our

4
soldiers to decide, move, and fight faster than the enemy.

However, the comments of the two soldiers quoted above seem

.o indicate that we have not made much progress with regards

to tactical agility in the forty years between Omaha Beach
and Grenada.
 This study examines a crucial component of agility,
the soldier', load. Specifically this is a study of the
dynamics of a soldier's load--What factors cause or
contribute to the burden of our infantrymen? Why do our
infantrymen carry too much weight? Is it the fault of
uneducated, Inexperienced, or uncaring leaders? Is it
because "we have to follow Standard Operating Procedure
(SOP)" or "everyone must be uniform?" What are the Impacts
of doctrine and advanced technology?
Today the U.S. Army's published soldier's load
doctrine Is found as an annex or appendix to several manuals
on other subjects. Chief among these are Field Manual (FM)
21-18, FootmarchesS and FM 7-10, the Infantry Rifle
Company. 6 Mention of soldier's load guidance and planning

is also made in numerous other field manuals and

publications. If the Avmy's doctrine or guidance on
soldier's load is so readily available, then why Is It that
we still routinely see, ten years and two wars after
Grenada, soldiers carrying excessive loads during training

exercises and operations? Do military leaders, specifically

leaders of light infantry, understand the historical causes

of soldier overloading? Are there any new factors

contributing to this problem?

2
 Historical D -
Historically, armies have always been interested in

the loads their soldiers carried into battle. It has been

generally accepted through the ages that the heavier the

load on the soldier's back, the less effective he is.

German historians note that the Legions of Rome took pains

to lighten the burden of their infantry. Great captains of

history, such as Frederick the Great, Napoleon, and

Scharnhorst, all found it necessary to give personal

guidance as to the packing lists of their troops. 7 Others,

such as Phillip of Macedonia and Stonewall Jackson, were

8
known for their use of light-traveling Infantry.

One of the early studies of the soldier's load was

conducted in the late 1800s by the German Frederick Wilhelm

Institute. The tests measured the ability of soldiers to

9
carry various loads in differing temperature ranges.

Another study was undertaken by the British Royal Hygiene

Advisory Committee which surveyed soldier's burdens through

history and published its findings in 1922.10 The American

Soldier-Author Brigadier General S. L. A. Marshall studied

the problem for the U.S. Army as he conducted after-action

reviews and interviews with soldiers and Marines during

11
World War Two.

The American Army's study of the Soldier's Load has

continued into more modern times. Between 1954 and 1990 the

3
US Army commissioned and conducted no fewer than five major
12
studies of the soldier's load.

The U.S. Army Combat Developments Command (USACDC)

conducted "A Study to Conserve the Energy of the Combat

Infantryman" In 1964.13 The study evaluated several factors

relating to infantry energy expenditure and a primary factor

was fo d to be the soldier's load. The conclusions of this

study ' re considered to be so important that the Commanding
General recommended:

... appropriate Army service schools prepare and present

a continuing program designed to indoctrinate
commanders and NCO'? 4 In the effects of overloading the
combat infantryman.

This recommendation was approved by the Secretary of the

Army later that same year.

"The Carrying of Loads within an Infantry Company,"

published by the U.S. Army's Natick Laboratories in 1973,

focused on more efficient ways to help the Infantryman carry

his burden. Natick reviewed the issue of soldier's load in

detail and made specific recommendations on the capacity of

issued load-carrying equipment (LCE); the determination of

appropriate loads (using individual physiological make-up as

a guideline); and how to best distribute and carry the

load. 15

In 1988 Natick Labs published "Technology

Demonstration for Lightening the Soldier's Load." This

I iM
study examined the possible applications and pitfalls of

advanced technology programs In reducing the soldier's

burden.16

The purpose of this study is to Identify the factors

causing soldier overload today. The goal is to increase

leader understanding of the problem and offer some practicai

recommendations, deduced from the research, towards solving

It.

With the modernization and considerable

mechanization of our Army, few soldiers actually carry any

significant weight on their backs Into training or battle.

The soldiers still doing so often are the LightfIghters of

the Light Divisions, the Paratroops of the 82d Airborne, The

Air Assault troops of the 101st Airborne, the Rangers, and

Special Forces. However, based on mission requirements, any

of our soldiers could find himself In a dismounted combat

situation.

The phenomena of the "human pack mule" is limited

almost exclusively to battalion level and below. Those at

higher levels, in most cases, operate primarily from fixed

sites or move about the battlefield by vehicle. Normally

accompanying our Infantryman you will find the small but

sturdy groups of hardened combat support soldiers that

assist our light infantry--the forward observers, the

sappers, Stinger teams, and the combat medics who are

5
equally, If not more heavily, burdened. 17 All of these

soldiers comprise the group defined as Dismounted Combat

18
Soldiers by the U.S. Army Infantry School.

The primary question of this study is: What are the

factors that cause soldiers to be overburdened on today's

battlefield? In answering this question this study will

answer several others as well.

First, what causative factors have emerged from

history and previous study? This study examines these known

factors to determine which among them are still valid and

relevant to today's army. A second question to be answered

Is what new factors have emerged in more recent times?

Before engaging in this study a few assumptions are

essential to assist in establishing the boundaries of the

analysis. First, the results of previous documented studies

on the negative impact of excessive soldier's loads are

valid. This discussion does not attempt to derive new data

on these effects.

Secondly, the load planning guidance espoused In

these studies, and as official U.S. Army doctrine, is

accurate and valid. This 'jdy will not attempt to

discredit or suggest alternatives to this data.

6
 DeflnitLoLn
Essential to the common understanding of the

problem, the following terms and definitions serve as a

common departure point for all further discussion of this

topic.

AoDroach March Load. This is the load carried by

the soldier In addition to his fighting load. It consists

of the remainder of his variable items. In almost all

cases, It Is carried In an assault pack or rucksack and Is

normally dropped before or upon contact with the enemy.

Combat,_oad. The fighting load plus the approach

march load. This is the load the soldier normally has with
him during combat operations and with it he can sustain

himself for protracted periods between resupplies.

Common Items. Those Items carried or worn by all

soldiers regardless of threat, enviroment or mission (I.e.,

Battle Dress Uniform with boots).

Continaencv Load. Those Items of personal and unit

equipment not required for the current operations. Normally
consolidated and stored at a higher level. This load might

include spare uniforms, cold weather gear during the warm

months, or anti-armor weapons when the enemy has no armored

vehIcles.19
Dtjyoad.. . Weaponry, ammunition, and other

equipment associated with a particular duty position and

required to properly accomplish the duties of that position

7
in any situation regardless of threat or enviroment (i.e., a

rifle squad leader carries an M16A2 rifle, some number of

loaded magazines, a compass, and an AN/PRC-126 squad radio

with pouch). Field Manual 21-18 calls the combination of

Common Items and Duty Load the Minimum Load Configuration

(MLC).
Factor. One that actively contributes to an

accomplishment, result or process. One of two or more

quantities that when multiplied together yield a given

product. Defined In Webster's II New Riverside University

Dictionary, 1984.

Flahtina Load. The weight carried by the soldier

when actually In contact with the enemy. This load consists

of only those items required to fulfill the tasks of his

duty position during the contact. This load Includes common

items, the duty load, and some variables.

Soldier's Load. The weight carried by a light

infantryman or combat support soldier engaged In direct

support of a reconnaissance unit, light infantry company,

battalion, or In some cases, regiment/brigade. This load

Includes everything the soldier wears or carries on his back

and has several components.

Sustainment Load. This is the remainder of the unit

equipment required to conduct sustained operations. It is

normally consolidated at company or battalion level and

transported by vehicle. These items are normally delivered

8
to or carried by the unit when required for a specific

mission (i.e., grappling hooks needed to assault an urban

area or create a breach). It may also Include unit sets

(squad bags) of pioneer tools or protective equipment

(chemical protective overgarments).

Yalale. All other items that the soldier carries

(addtions to the MLC). These Items vary dependent on the

mission, enemy threat, and environment. Examples are:

Night Vision Device (mission), Protective Mask (threat), and

Goretex Parka (enviroment). By its definition, this is

normally the only component of the soldier's load that can

2 0
be influenced by the chain of command.

Potential Problems

There is almost universal agreement that excessively

loaded soldiers have a negative impact on unit mobility and

efficiency. For the most part, the cause and effect

relationship here is well understood. The disagreements

occur when we try to determine why our soldiers are still

overloaded after years of correct problem identification.

Some will not agree that our soldiers are

overloaded. Still others state that nothing further can be

done to lighten his load. Other difficulties arise when

examining the various components of the combat load,

especially the duty load and variables.

9
 Over the years different units have established

various Standard (or Standing depending on your training)

Operating Procedures (SOPs) to simplify and standardize

routine unit functions. These exist in most units for

set-up and wear of equipment, issuance of ammunition basic

load, and prescribed packing or load lists for rucksacks and

duffel bags.

These SOPs have both positive and negative effects

on the soldier's load. They streamline troop leading

procedures, speed routine and recurring actions, and insure

everyone has a common start point for reference. However,

when the results are soldier's carrying equipment they will

not ume so all "look uniform" or when leaders direct a

packing list because the "SOP says so," then they impact the

soldier's load In a negative way. I will examine this

problem in more detail.

As mentioned previously, one significant problem all

studies of soldier's load face is that there is little

agreement about what can be deleted from the soldier's load

to make it lighter. Summing this up perfectly is this quote

from the British commission reporting in "The Load Carried

by the Soldier":

Everyone agrees that equipment must be lightened.

But when it comes to saying what equipment can be dis-
pensed with, thes? Is endless variety of opinion. Aye,
there's the rub.

10
 Most Infantrymen have strong opinions on this
subject based on their training and experiences. Getting

more than two to agree to any specific recommendation Is a

daunting task. For this reason, the primary goal of this
study is to re-examine the dynamics of soldier's load and
to Increase leader understanding of the subject. The actual
task of making specific adjustments to SOPs, unit basic
loads, and packing lists Is better left to officers and
NCOs leading our units In the field. Field Manual 7-10
states, "There Is no standard solution to the problem of
overloading soldiers." It remains a commander's
responsibility to apply the doctrinal guidelines to lighten
22
hi. soldlerus load.

!i
 IS. L. A. Marshall, Th1_JSodler's Load and the
Moblllty of a Nation. (Quantico, Virginia: Reprinted by
The Marine Corps Association, 1980), p. 43.
2 Major J. M. Dublk and Major T. D. Fullerton,
"Soldier Overloading In Grenada," Military Review (January
1987): p. 39.
3 Fleld Manual 100-5, O.tet..Ln9, (Department of
the Army: June 1993) pp. 2-6, 2-7.
4 Army Development and Employment Agency briefing
packet "Lightening the Soldier's Load: A Systems Approach:
1986 and 1987 versions.
5 Field Manual 21-18, .otmric-hg, (Department of
the Army: June 1990) pp. 5-1 through 5-23.
6
Field Manual 7-10, The Infantry Rifle Comoany,
(Department of the Army: December 1990) pp. 8-8 through
8-11.
7 Marshall, p. 9.
6 lbld., p. 25.

91bld., p. 48.
10 1bid., p. 23.
1" 1 11d.

12
Major N. W. Lothian, RAMC, "The Load Carried by
the Soldier." Reprinted by U.S. Quartermaster General,
Research and Development Branch, (n.p., 1954). U.S. Army
Infantry Combat Developments Agency, "A Study to Reduce the
Load of the Infantry Combat Soldier." (Fort Benning, Ga.:
1962). U.S. Army Combat Developments Command, "A Study to
Conserve the Energy of the Combat Infantryman." (Fort
Belvoir, Va.: February 1964). U.S. Army Natick
Laboratories, "The Carrying of Loads within an Infantry
Company," (Natick, Mass: May 1973). U.S. Army Natick
Research, Development, and Engineering Center, "Technology
Demonstration for Lightening the Soldier's Load," (Natick,
Mass: February 1986).
13 USACDC, "A Study to Conserve.

12
 14
1bid.. p. 15.
1 5 USANL, "The Carrying of Loads...," p. I.
1 5USANRDEC,
"Technology Demonstration...," p. 6.
17
FM 7-10, , pp. 8-9, 8-10.
1 8 U.S.
Army Infantry School, "Soldier Modernization
Plan: Executive Level Review." (Fort Benning, Ga: December
1991).
19 FM 7-10, pp. 8-9, 8-10.
20 1bi d.
2 1
Lothian, p. 64.
22 FM 7-10, p. 8-2.

13
 CHAPTER TWO
REVIEW OF LITERATURE

... what we want is not a light battalion but a light

army...such mobility Iv only to be obtained when the
army is formed of sturdy men, well practiced in peace,
well fed In the field, and carrying as regards all
arms a really practical equipment. An aimy which
marches light will also maneuveL' freely.L
Helmuth von Moltk:e

This chapter formv the basis for the thesis and

Introduces the reader to the literature examined. The
review was mainly limited to those works that Impact on the
topic of the modern U.S. soldier's load since World War
Two. In the case of the exceptions to this limitation,
sources were used that, in the opinion of the author, were
applicable to the purpose and had significant information

to offer.
From the current literature in the subJect an
initial list of factors can be identified. This list,
found at Figure 2, is examined in depth in Chapter Four.

Current U.S. Army Load DoctrUne

The primary consideration is not how much a
soldier can carry, but how much he can carry without
impaired combat effectiveness-- mentally or phy-
sically. 2

14
 Anchoring the research of the problem of soldier's

load Is the current U.S. Army doctrine designed to train

and guide the Army's leaders. This doctrine is contained

In three basic documents, all of them updated since 1990;

FM 7-8, Infantry Rifle Platoon and Sauad, FM 7-10, ILl

Infantry Rifle Company, and FM 21-18, Foot Marches.
The three manuals are up-to-date and well-
synchronized, providing complementary subject information

pertinent to their larger purpose. All three address the

factors of soldier's load, load management techniques, and

load training. A baalc understanding of this doctrine is

necessary to provide a foundation In the seArch for the

causes of soldier overload.

First, a soldier can carry approximately 30% of his

body weight and still retain a significant percentage of

his fighting ability (strength, agility, alertness,

stamina). This equates to approximately 48 pounds based on

older data showing the average U.S. soldier weighed 160

pounds. The 1988 Anthropometric survey of U.S. Army

personnel showed that the average U.S. sol-dier weighed

171.27 pounds 3 and recent data from JRTC shows that the
average Infantryman training there weighs about 173

pounds. 4 These figures suggest that 30% for the average

infantryman .means somewhere between 48-52 pounds. FoV" each

ten pounds carried over 30%, the soldier loses a

proportional amount (approximately 15%) of his agility

15
(a combination of strength, speed, reaction time and

endurance).5

Secondly, If a load exceeds 45 percent of a

soldier's body weight (approximately 72-78 pounds), then he

loses fighting ability significantly and is at greater risk

for Injury. Thirdly, vigorous load training car only

Improve a soldier's ability to carry weight by between ten

and twenty percent of the maximum he could carry before any

load training. Beyond this Increase, there is no

improvement In load carrying capacity, only In risk of

6
InJury.

Finally, a soldier can be required to carry

emergency loads of 100 to 150 pounds for short distances,

up to 20 kilometers in a day, for several days. However,

commanders must take precautions to keep the troops away

from possible contact with the enemy; to rest the troops

before committing them to an action; and to be aware that

they are significantly more susceptible to injury with

7
these loads.

Field Manual 21-18 outlines other points of our

soldier's load doctrine. First, the stress of combat

weakens soldiers and can cause exhaustion. Soldiers should

be conditioned with heavy loads in training but sent into

battle as lightly loaded as possible.

Secondly, commanders must not expect their men to

carry equipment to cover every contingency or possible

16
combat situation. Commanders must accept risk in order to

lighten the load.

Third, commanders are responsible for obtaining

transport for the portions of the load that the soldiers

are not carrying If it will be needed later.

And finally, so that the soldier Is confident that

his needs will be met, the commander must ensure that the

logistics system provides what Is needed, when and where

It's needed. 8

Commander's Estimate

The dynamic with the first impact on the soldier's

load Is the commander's estimate. This estimate, using the

acronym METT-T (mission, enemy threat, terrain and weather,

troops, and time available) Is the first filter through

which the soldier's load passes as a commander assesses how

best to conduct a given task. 9

Mission
What task Is the soldier and unit expected to

perform at the objective? What munitions or special

equipments are needed for the task? How much movement will

be involved in the mnission? Are means of transportation

available?
A force required to conduct an air assault and

subsequent attack against a fortified position in an urban

area will likely require large amounts of ammunition,

17
particularly hand grenades. The available helicopters will

enable the commander to conserve the energy of his troops

during movement and to resupply them as they fight.

In contrast, a unit tasked to conduct a search and

attack to find a guerilla enemy In a thicketed swamp will

probably require much less ammunition but will be forced to

conduct much of Its movement on foot.

Enemy Threat

What enemy capabilities will the unit face enroute

to and at the objective? Is there an armor threat

requiring anti-armor weapons? An air threat requiring

man-portable air defense weapons? Does the threat of enemy

nuclear, biological, or chemical (NBC) use require us to

carry or wear protective gear? Should we carry radio

encryption equipment If the enemy has no capability to

Intercept or monitor our transmissions?

Probably more than any other factor of METT-T, the

estimate of the enemy's capabilities require the commander

to accept risk if he Is to fight light. In almost every

case there will be more potential threats than the unit can

protect Itself against. The commander must determine which

threats he Is most likely to face.

In order to leave behind heavy items that are not

likely to be used, the commander must be satisfied that his

enemy Is unlikely to employ a capability that he may

18
possess. If he does not take this risk, the combat power

of his unit will suffer.

Terrain and Weather

What terrain must be negotiated by the unit enroute

to, at, or upon leaving the objective? What elements of

the weather will the unit have to endure?

A unit required to negotiate a mountainous area In

freezing conditions might require special equipment such as

ropes and snaplinks and sweaters or parkas for protection

from the elements. These requirements will differ markedly

from the unit defending a key installation in a tropical

region.

These two factors, like enemy threat, require the

commander to accept risk to stay light. In a desert

region, the commander may choose to rely on aerial resupply

rather than force his unit to carry additional canteens.,

By doing so, he risks going without water If the resupply

does not materialize. In a cold-weather enviroment, a

commander may elect to carry only one sleeping bag for

every other man instead of each man carrying his own.

The commander must estimate the aLilities of his

own unit to meet the challenges of the mission ahead. What

is their level of physical conditioning? How much has

19
their condition been degraded by previous operations? How

much rest and food have they had recently?

Load carrying causes fatigue. Fatigue and the

weight of the burden itself reduce the ability of the

soldier to react to the enemy and place him at a

disadvantage when clear thinking and swift action Is

required.10
Before combat, commanders can prepare the unit for

the effects of fatigue and fear through tough physical

conditioning with heavy loads, and instilling good unit

morale, discipline, and teamwork. During combat,

commanders can only reduce these negative effects through

strong leadership and by fighting light. 1 1

Time Available

How much time is available to prepare for the

mission? An operation that must be launched immediately

will reduce the unit's ability to properly tailor the

soldier's load. This can result in overloaded soldiers.

This problem can be mitigated by the use of good unit SOPs

(although unit SOPs can be a double-edged sword as we will

explore in more detail later).

How long will the operation last? If adequate

resources for resupply cannot be obtained, the soldier's

12
load will Increase with the duration of the mission.

The application of the commander's estimate

provides the foundation upon which all mission planning and

20
preparation, to include the soldier's load, Is based. FM

I01-5, Staff Organization and Operations, indicates that

other factors, In addition to METT-T, are a part of the

estimate. These factors Include the estimates of the staff
and the commander's personal experience and knowledge.
Having reviewed the current doctrinal framework,
Chapter Four will examine other factors that impact on

soldier's load that are not addressed or fully explained in

doctrine.

Previous Study

Since the soldier's load has been of Interest to

military leaders throughout history, especially In the

nineteenth and twentieth centuries, there Is a good body of

written knowledge available. However except for specific

studies of the topic by research institutes, there are few

books devoted specifically to the topic; most works

address the Issue only as It relates to other larger topics

such as infantry operations or mobility.

S. L. A. Marshall

One significant exception and a major work In this

area, Is Brigadier, General S. L. A. Marshall's Tbe

Soldier's Load and the Mobility p.a NatiLon. First
printed In 1949 in various military journals In the United

States and abroad under the title "The Mobility of One

21
Man," it was published for the first time in 1950 and is

devoted entirely to the subject of soldier's load.13

This quick-reading book is based on Marshall's study of

previous research and his own interviews of combat

infantrymen during World War Two and the Korean Conflict.

While Marshall's methods and conclusions In other research

endeavors have been the subject of some disagreement, this

particular work has enjoyed wide critical acclaim in

military circles and is considered by many to be the

definitive source on the subject.

Marshall examined the historical problem of soldier

overloading and compares it to the similar problem faced by

soldiers during World War Two. Using graphic examples from

units engaged in both the European and Pacific theaters of

war, Marshall addressed the causes of overloading and

suggested ways at solving the problem. He "4ent on to place
the problem of individual soldier mobility into a larger

context of the mobility of an entire nation.

General Marshall addressed a complete spectrum of

causes of soldier overloading. Probably his strongest

theme Is the lack of appreciation, by tactical leaders, of

the debilitating effects of stress and fear on the average

soldier and Its resulting effect on his ability to carry a

load.14

Other factors explored by Marshall and examined In

Chapter Four are: Ignorance of the problem; the failuLe of

22
leadership to establish and enforce load guidance; the

consequences of burdening soldiers with excessive loads of

ammunition (he referred to them as "fire loads"); a fear of

risk-taking on the part of commanders and their staffs; the

nature of the soldier himself; the effects of weather;

improper lessons learned from training during peacetime (he

called these the "myths of peacetime training"); the

Influences of technological innovation; and the negative

impacts of the conservative and traditional nature of much

military thought and procedure (he called this the "drag of

orthodoxy").I5

S.L.A. Marshall's work provides the reader and

student of soldier's load with an excellent study of the

subject. His is a comprehensive treatment that is almost

still wholely applicable 45 years later. Marshall's

conclusions provide us an excellent point of departure in

our task of identifying the factors affecting the soldier's

load in the '90's.

Commissioned Military Studies

The soldier's load has been the subject of regular

and relatively intense otudy by the various militaries of

the world. A sampling of some of these works was studied

for the purposes of this thesis.

23
Maor- Lothian. RAMC

In his 1922 study, "The Load Carried by the

Soldier," author Major N. W. Lothian of the Royal Army

Medical Corps analyzed historical examples to examine

numerous dynamics of soldier physical performance. These

factors included load weight, load composition,

physiological limitations, equipment design and management,

and rate of march. 16

Lothian reached the conclusion that throughout

history the soldiers load "...peaks when equipment has

become so cumbersome as to reduce mobility to vanishing

point" and falls again when a "wise commander" intervenes

by lightening the load, "...restoring mobility, and so

ensuring success." He noted that this pattern repeats

itself as the load rises again during periods of peace.

Lothian attributed this increase to the false

assumptions that the soldier could support the Increased

weight in battle; would be better off for having the new

Items he was issued; and if the load was too heavy, some
form of "auxiliary traneport to carry this equipment on the
17
march" would be available.

Army Combat Developments Studies

In 1962 the U.S, Army Infantry Combat Developments

Agency undertook a study entitled, "A Study to Reduce the

Load of the Individual Combat Soldier." Its primary

purpose was to determine the equipment the infantryman

24
needed to perform his mission In tropic and temperate

zones. The study, following the Army's experience in

Korea, was obviously heavily Influenced by the writingT of

Marshall and says little to contradict his findings.

Some of the major causes of overloading included

commander's and staff's lack of awareness of the problem

and the associated lessons of history (the study

recommended soldier's load Instruction for all levels of

military education up to and including the War Collmge);

excessive quality and durability requirements for new

equipment; and the Impact of tradition and resistance to

change. Other factors noted were Inadequate SOPs; poor

utilization of available transportation assets; green

troops who carry more than they need when they deploy; the

trade-offs between killing power (mobility and firepower)

versus troop protection; the often poor utilization of

available transport assets; and finally the fact some

weapon systems, by their construction and organization,

1
automatica'llty overload their crews..

The U.S. Army Combat Developments Command performed

a follow-up study in 1964 entitled "A Study to Conserve the

Energy of the Combat infantryman." Due to apparent

Inaction on the recommendations of the 1962 study, the 1964

version sought to re-eneLgize the system with t:he specific

purposes oft determine how the Infantryman's load

could be lightened; determine the period of time the

25
Infantryman should be self-sufflcient; determine which

specific items of clothing and equipment were in need ot

improvement; and determine how the battalion supply system

19
could be made more responsive to the soldler.

The study considered the effects of durability and

functional requirements on item weight. It recognized that

items often had durability ratings often much longer than

their expected combat lifespan. The study also recognized

that the standard practice of equipping the entire army

with uniforms and basic equipment designed for the infantry

may be counterproductive, resulting in increased cost and

20
weight.
The 1964 study included an excellent discussion of

the tradeoffs and risks between protection and weight. It

recognized that technology was at a crossroads where

replacement items could be developed that would have a

similar or slightly improved protective factor for a great

weight savings or the protective factor could be vastly
2 1
improved for a similar item weight.
Other outcomes of the study were: formalization of

the concepts of fighting load and existence load; a

recommendation to pursue the development of a light (one

pound) expendable protective mask to kept with the soldier

at all times, allowing his M17 mask to be kept at the unit

trains and brought forward when needed; and recommendations

to pursue development of a new helmet and body armor using

26
lightweight composite fiber technology (this recommendation

eventually developed Into the Kevlar helmet and Jacket worn

today).22

&tick 'Research. Development, and Englneering Center

In 1973 the then U.S. Army Natick Laboratories

(hereafter refer'red to as Natick> published "The Carrying

of Loads within an Infantry Company." The purposes of the

study were to study the capacity of available load carrying

equipment, examine the current weight of the soldier's

load, the carrying of equipment by duty positions, and how

23
the load could best be distributed and carried.
The study made several interesting observations,

among then.were, the advent of nylon material, in lieu of

cotton web, In the construction of load bearing equipment

reduced the soldier's load by an average of 36% when dry--

even more when wet; reductions in weight In one part of

the load tend to be offset by gains in another part

(especially by adding more ammunition); Inexperienced

soldiers Initially tend to carry too much when left to

decide for themselves; and finally that peacetime maneuvers

cannot replicate the energy drain that fear creates in

combat.24

The 1973 study uses anthropometric data from the

1966 survey (indicating that the average soldier weighea

156 pounds) but goes further to state that basing load

planning on this figure Is inadequate because up to 50% of

27
short, the "average soldier" concept is an over-

simplification and good load planning must take soldier

25
body size into account.

In 1988 Dr. James B. Sampson of Natick published an

report entitled "Technology Demonstration for Lightening

the Soldier's Load." In light of the Army's recent

initiatives with the Light Infantry Division concept the

report re-examined the problems of soldier's load and drew

some conclusions on the ability of technology to help.

Some of the reasons cited for soldier overload

were, "commander's orders to pack certain items,

insufficient information about the mission and weather,

lack of confidence In the supply trains, and the desire to

be ready for any contingency." The study concludes that

technology often contributed to, rather than reduced, the

load. This Is attributed to a need for increasing

protection, more lethal weapons, more complex

communications and night vision equipment, and increasing

attempts to Integrate items and make them multi-functional

which actually decreases their flexibility.

Another Interesting technology factor Is that many

researchers and developers do not understand the nature and

origins of the problem and, more importantly, the way it is

resolved in the field. A recent example of false load

savings attributable to this disconnect Is the replacement

of the M60 machinegun by the M249 Squad Automatic Weapon

28
(SAW) at platoon level. It was assumed that this would

"save" 26.5 pounds from overall lighter weight of the SAW

and the deletion of the M60 trip-,, and spare barrel. This

projected savings was Incorrect because the platoon-level

SAW was Intended to be fired, with a spare barrel, from the

tripod like the M60--not bipod mounted like the squad-level

SAW.
Finally, the report shows some planned weight
savings that never came to pass, primarily due to funding,
such as small lightweight binoculars, lightweight chemical

suits, lighter rations (the meal-ready-to-eat EMRE], which

was much lighter than the canned C-ration, has actu:lly

gotten heavier In the last five years), and smaller

26
flashlights.

Also published by Natick in 1988 was a new

anthropometric survey that showed the median male soldier

to weigh 171.27 pounds. A significant increase over the

27
1970's figure of approximately 165 pounds.

Modern Combat

The Falklands War. 1982

The Battle for thq Falklands written by London

Evening Standard reporters Max Hastings and Simon Jenkins

follows the war over these South Atlantic Islands between

Argentina and Great Britain. This war, unlike most

preconceptions of modern conflict, was fought almost

29
entirely by dismounted light infantrymen. They marched

long distances with heavy loads and little in the way of

air, fire, or logistical support.

Hastings' and Jenkins' work Is mainly a treatment

of the war as a whole but author Hastings accompanied the

leading infantry units as they advanced across the islands

and he makeo many observations on their conditions and

operations.

He writes that the heavy burdens of the British

infantry unite were due to an unfortunate combination of

several factorsi Extremely long lines of communication;

the need to deploy rapidly while suffering from a lack of

strategic lift; the vagaries of some of the worst terrain

and weather on earth; problems arising from a lack of the

appropriate physical conditioning in some units; and the

more nebulous problem of insufficient logistical challenges

28
built into most peacetime training exercises.

British Major General (retired) Julian Thompson,

former commander of 3d Commando Brigade during the

Falklands campaign, considers the aspects of logistics in

armed conflict in his 1991 book The Lifeblood of WaC. He

examines the support of campaigns past, present, and future

and recounts the lessons of the Falklands in a section on

amphibious logistics.

Though primarily oriented at higher levels of

logistics, Included among what Thonmpson calls the "false

30
lessons of peacetime training" are some lessons that,

nonetheless, bear on the burden of the individual soldier.

Among these is the lesson that small wars and most

exercises, emphasizing maneuver forces and operations, do

not adequately test or prepare the logisticc system.

Rarely are commanders forced to choose between moving men

or supplies. In war, if transport is limited, men will

march carrying some of their supplies and the available

29
transport will be busy moving the rest.

The Grenada Intervention. 1983,

On October 25th, 1983 American Rangers, Marines,

Paratroopers, and Special Operations Forces invaded the

Carribean island of Grenada in the United States' first

major ground combat action since the end of the Vietnam War

a decade earlier. Many of the soldier's load lessons

learned by Americans in WWII and Korea and recorded by

S.L.A. Marshall were revisited in the tropical heat of

Grenada. A participant in the operation, Major Mark Adkin,

recorded some of these lessons in his book Urgent Fury; L=e

Battle for Grenada.

Though his work is a treatment of the events

leading up tu and the actual operation itself, his summary

of problems plaguing U.S. forces during the Initial

invasion included "overburdened infantry." Some .f the

factors he Indicated caused this problem were: uncertainty

on the part of conmanders, planners, and soldiers; an

31
overall lack of combat experience in the force; scarcity of

strategic lift; a critical need for rapid deployment;

limited reception capabilities at arrival air-field; a lack

of supporting vehicles; rugged hilly terrain; and stifling

tropical heat.3O
In 1987 Military Review published an article by

Majors J.M. Dublk and T.D. Fullerton. They examined the

results of psychological studies that Walter Reed Army

Medical Center conducted following the invasion of Grenada.

Using the Marshall-ploneered technique of interviewing the

participants of the fighting, they explored the effects of

the soldier's load among other topics.

The essential conclusion Dublk and Fullerton

reached was that "uncertainty" was a factor that caused

solider overloading In Grenada. Uncertainty caused by a

lack of operational Information, rapidly changing

information, lack of common training and SOP's between some

units, and a lack of trust in the capabilities of other

unite or of the "system" to provide for needs. This

uncertainty caused the initial units to pack for the

worst.31

The Panama Intervention, 198e9-0

In their 1991 book Qejgn Just Cause: Tb.

Stormina of Panama, authors Baker, Donnelly, and Roth

reconstruct the events of the United States' armed

intervention in Panama !n December 1989. The book Is a

32
compilation of interviews and eyewitness accounts that take
the reader from the tense periud leading up to the
invasion, through H-hour and the subsequent weeks of

military operations, and finally the redeployment home.

Several issues of soldier's load are discussed as
well. Some of these Issues include: excessive ammunition
loads; failures to enforce existing SOPs; mission and task
analysis; uncertainty; tropical heat; and a paucity of lift
assets ranging from strategic aircraft to tactical
32
helicopters and trucks.

Center for Army Lessons Learned

The U.S. Army Center for Army Lessons Learned
(CALL) serves as the Army's repoeitory of recorded
observations and lessons gained on all major operations and
exercises. They are responsible for gathering, analyzing,

and disseminating these lessons Army-wide so that all units

may learn from the experiences of others.
CALL publishes this Information in bulletins
throughout the year and are usually organized by
battlefield operating systems (BOS) or a major topic such
as "light infantry" or "sustainment".
CALL bulletins have included several soldier's load
lessons in recent years. Among these lessons are:
commanders often do not understand the importance of their
role in establishing and enforcing soldier's load

33
standards; unit SOP's often do not address soldier's load

concerns; although pre-combat inspections (PCI) are

critical, leaders routinely fall to Inspect their soldier's
rucks; uncertainty over the threat, nature, and duration
of missions has caused soldiers to deploy with twice as
much ammunition as was needed and with unnecessary comfort
Items; leaders must evaluate and accept or refuse risk with
regards to protective armor versus agility and heat stress;
many unit physical fitness programs fail to train to load

carrying; lack of support vehicles increases the load; and

often we do not task the loglsticlans to assist our

3 3
tactical commanders in getting their loads forward.

Combat Training Centers

Our combat training centers (CTC's) provide our

maneuver unit! with the most intense and realistic training

experience short of actual combat. The Joint Readiness

Training Center (JRTC) In particular is focused on light,

dismounted soldiers. The National Training Center (NTC)

and the the Combat Maneuer Training Center (CMTC) are

oriented primarily on heavy forces,

The JRTC records soldier's loads throughout units

each rotation. The weights and records of the items found

upon inventory of the rucks are analyzed (nd feedback is

given to the player units, These reports, also forwarded

to CALL, yield some telling lessons on soldier's load.

34
In a recent review of 10 units rotations, six units did an
excellent job of monitoring the soldier's load by tailoring

loads, cross-leveling equipment, leader's inspections, and

by consolidating or cachelng rucks while on operations In
an area of operations.
Almost as common however were reports of units that

"talk" soldiers load up and down the chain of command. But

when the troops cross the line of departure, the average
rifleman's load weighs 100.72 pounds. The chain of command

often does not take personal action to review or inspect

the packing list--often simply referring to the unit's SOP
and making no effort to eliminate unessertial items or

cross-level equipment based on mission needs.

Other comments by the observer/controllers (O/COs)

Include that oftco units do not attempt to adjust,

cross-level, or cache equipment once In their area of

operations even after noting undue fatigue early on the

march and correctly attributing It to the heavy loads.

Units also do not fully understand the real impact of

actual basic loads of ammunition because they rarely train

with them at home station. Even at the CTC1s, which do a

reasonable Job of simulating mines, anti-tank, mortar and

other rounds, it Is not unusual to see soldiers crossing

the start line with only three of seven magazines filled or
a machinegun team with only 3-400 rounds.

35
 On a positive note, the O/C's report that most
units improve their load management as they progress
through the rotation from search-and-attack operations to
the deliberate attack. However, another explanation is
possible, the search-and-attack is characterized by

uncertainty over enemy strength, locations, and Intentions

and by decentralized and dispersed small-unit operations;

conditions leading to difficulty in resupply and heavy

rucks. In contrast, the later deliberate attack Is

typically conducted with good Intelligence on the enemy and

significant unit preparation and rehearsal; conditions

favorable for load tailoring. What would the soldier's

load be like if another search-and-attack were required

3 4
after the deliberate attack?

U.S. Army Infantry School

The U.S. Army's Infantry School (USAIS) Is the

center of gravity for all matters concerning infantry and

other ground troops. This responslibility includes the

soldier's load and USAIS has several units, departments,

and agencies that work the issue, among them: the
Directorate of Combat Developments, the Ranger Training
Brigade, and the new Dismounted Battlespace Battle Lab
(DBBL).
USAIS maintains oversight on the soldier's load
through the recently established Land Warrior Project. One

36
of the project's functions is to monitor all systems that

are developed or modernized as part of the Army's Soldier

Modernization Program (SMP). SMP is a program that treats

the dismounted soldier as a fighting system and everything

he wears, carries, uses, or consumes is a component of that

system. A primary role of the project is to integrate all

components and monitor the weight of all new items to

3 5
insure weight reductions occur over time.

A 1991 executive review of SMP concluded that the

modern infantry soldier was overloaded and that effective

loads could only be achieved through the use of

transportation assets to move portions of the load. SMP

seeks to save weight through the use of integrated high

technology In future developments and has had some success

in achieving this goal. 36

Problems blocking more significant progress In this

endeavor include funding cuts, the inclination of some

decision makers to opt for increased capability over weight

savings, and the acceptance of item weights that slightly

exceed the limit expressed in the operational requirement.

These gains are easier to accept If the item meets all

other requirements or if they are compensated by weight

savings on other items.37

37
 Periodicals

The U.S. Army's keen interest in this subJect

resulted in Marshall's investigations and In numerous

after-action reports and interviews from soldiers and

commanders from every U.S. action since World War Two.

Many of these Interviews are available or have been

summarized in articles in various military Journals. Many

of these Journals contain regular articles addressing the

soldiers load, most notably Infantry magazine 38 , and were

useful in providing information for this study.

Other useful Journals Included Military Review,

Army Loalsticlan, 3 9 and Marine Coros aazette. 40 These

articles were too numerous to address here. Suffice it to

say that they reinforce and do not contradict the

information from the other literature reviewed and any

significant points are addressed in Chapter Four,

Aoollcations to Current 9tudy

The body of extant works form a useful and

necessary backgound of relevant information on which to

base this study. They show the validity of current

conclusions on soldier's load by discussing the results of

earlier, similar studies and by historical example.

Existing works form the basis of the effort to

Identify all of the factors contributing to soldier's load

38
in modern times. This current study attempts to add to

this body of knowledge on the soldier's load by developing

a current list of the factors that cause soldier overload

In today's modern light units.

The author intends that this study serve as a

useful summary of soldier's load dynamics and as a

practical guide for the professional education of modern

Infantry leaders.

39
 ILothian, p. 64.
2 FM 21-18, p. 2-7.
3
U.S. Army Natick Research, Development, and
Engineering Center, "1988 Anthropometric Survey of U.S.
Army Personnel: Methods and Summary Statistics," TR 89/044,
(Natick, Mass, September 1989) p. $20.
4 Soldiers Load Information and Data provided by
U.S. Army Joint Readiness Training Center, January 1994.
5 Army Development and Employment Agency briefing
packet "Lightening the Soldier-' Load: A Systems Approach,"
1986 and 1987 versions.
6 FM 7-10, p. 8-8.
7
1bId., p. 8-9.
8FM 21-18, p. 2-8.

9FM 7-10, pp. 8-8, 8-9.

1 0 Ibid., ch. 5.

IlFM 21-18, p. 5-6, 5-8.

1 2 FM
7-10, p. 4-16.

" 31 1nformatlon from Donovan Technical Library, U.S.

Army Infantry Center, Fort Benning, Georgia.
14
Marshall, pp. 37-47.
IBMarshall, pp. x-xi, 9, 11, 13-14, 18-19, 22-23,
31, 35-36, 47-52, 58, 65-68, 83-84, 89-90, 92-93.
"16Lothian, "The Load Carried by the Soldier."
17
1bld., pp. 54-55.
18 USAICDA, "A Study to Reduce..." p. 3, 5, 12, 23,
24, C-11, C-39, E-4, F-B, F-8.
1 9 USACDC, "A Study to Conserve..." p. 1.
20 1bld., pp. 1, 3, 15.

40
 211bld., pp. F-i, F-2.

221bld., pp. 1, 6, 12, 15, H-1, 1-2.

23 USANL, "The Carrying of Loads..." p. 1.
2 4
1bid., pp. 13, 24, 26, 27.
25
Ibid., p. 32.
26 USANRDEC, "Technology Demonstration..." pp. 4-5,
10-11.
2 7 USANRDE,
1"1988 Anthropometric Survey...,"
p. 320.
2 8 M. Hastings and S. Jenkins, The Battle for the
Flk.LAnc. (London: W.W. Norton & Co., 1983), pp. 231-232,
263-269, 274, 319-320.
2 9 Major
General J. Thompson, Ih.g Lifeblood of War:
Lociatgcs In Armed Conflict. (London: Brassey's, 1991) pp.
207, 311.

3 0 MaJor M. Adkin, Utqtnt Eury: The Battle for

Grenaga. (LexIngton, Mass.: Lexington Books, 1989), pp.
140, 208, 222, 254.
3 1 Dublk and Fullerton, p. 39-40.
32
T. Donnelly, M. Roth, and C. Baker, 92eratLon
. .rmIna of Panami. (New York: Lexington
Books, 1991), pp. 76, 225-6, 317, 319, 332, 346-347, 359.
3 3 Center
for Army Lessons Learned (CALL), U.S. Army
Combined Arms Command (Fort Leavenworth, Kansas) bulletins
#1-88, pp. 13-19 and #90-9, pp. 1-19.
34 JRTC data.
35
information provided by Directorate of Combat
Developments and Dismounted Battlespace 3attle Lab (DBBL),
U.S. Army Infantry School, Fort Benning, Georgia, 1994,
36 Soldler Modernization Plan: Executive Level
Review, USAIS, IP Decomber 1991.
37 1nformation from DCO, DBBL, USAIS.

41
 381fan~tr.. U.S. Army Infantry School: Fort
Benning, Ga. Numerous articles reviewed, see bibliography.
39 Colonel D. H. Wayne and Major W. E. Burke, "Doing
Something for the Soldier Every Day," Army Logisticlan.
March-April 1994, pp. 2-5.
40 Ma&rine Coros Gazette. QuanLico, Virginia.
Numerous articles reviewed, see bibliography.

42
 CHAPTER THREE
RESEARCH DESIGN

The CSS Issue that has the greatest impact on

the rifle company's tactical operations is the
soldier's load.,
FM 7-10, 1990

Meth.gdlocy
This chapter presents the methodology used in the
study. A graphic depiction of the process is shown at
Figure 1 on the next page. The available literature was
the starting point to determine what factors cause or
contribute to soldier over-loading.

Information Sources
Much of the research was conducted through the
Combined Arms Research Library (CARL). Additionally, the
Donovan Technical Library (DTL) at Fort Benning's U.S. Army
Infantry School (USAIS) was very helpful. This library has
a wealth of Information on this subject which were made
available through inter-library loans arranged by CARL.
Also of great service were the Directorate of
Combat Developments and the Dismounted Battlespace Battle
Lab at USAIS and the Army's Natick Research, Development,

43
 PREVIOUS RESEARCH REVIEW OF LITERATURE
&HISTORICAL EXAMPLES

SOLDIERS OVERLOADED?

POSITIVE EXAMPLE CORS PRESENT?

COMPARE FACTORS
BETWEENEXAMPLES

ECOMMON FACTORS]I UNIQUE FACTORS

CHAPTER 4

CHAPTER 5
j SU/ APPLICABLE TODAY?

1. MISSION V V AL
2. ENEMY ALU
3. TECHNOLOGY
4, TRAINING

FIGURE 1: RESEARCH METHODOLOGY

44
and Engineering Center. The first two agencies have
leading roles in the Army in establishing requirements and
guiding the development of concepts and equipment for the
Dismounted Combat Soldier. The soldier's load is a major

focus for them on a full time basis.

Natick works closely with the agencies at USAIS in

the actual development and testing of new concepts and

equipment. Natick provided a great deal of technical data

to support this study.

The Army's light Infantry training center--the

Joint Readiness Training Center--was espeoially helpful.

They observe an average of eight light infantry brigades

annually in very Intense and dynamic simulated combat

operations. The training Is as close to combat operations

as is possible in peactime and commanders are encouraged to

be Innovative as they fight. The JRTC observer/controllers

(O/Cs) sample the weights of soldlerb and their equipment

before a mission and this information is available to the

rotaticnal unit and the rest of the Army.

The CTC observations are available to the rest of

the Army by way of the Centor for Army Lessons Learnod

(CALL). Part of the Combined Arms Command at, Fort

Leavenworth, CALL is the repository of after-action
comments and lessons learned from all major training

exercises and combat operations. CALL publishes an update

45

- -. -.= -II
S. M
I .. .. . .. . -
bulletin several times a year with the latest observations

from recent operations.

Information Types

From the sources described above, the study

examined many different information types; the most

significant of these are reviewed In Chapter Two. These

sources included U.S. Army field manuals, books on

soldlerla load, infantry, and modern combat actionz,

results of scienttfic studies and technology reviews,

combat observation reports, records of interviews, writings
of military historians, articles in military professional

Juurnals, CALL bulletins, Inter-agency memorandum, and

various Infurmation, raw data, and briefing packets
provided the information sources cited above.

Review of Information and Findings

After gathering source information, the next step

in the methodoloy was to review previous soldier's load

research to determine factors previously identified. The

study then examined information from the other types of

sources, with emphasis on examples of overloaded soldiers,
to isolate the causative factors or trends.
Information from positive examples of soldier's

load, Illustrations of leaders and units properly tailoring

46
their loads, was considered primarl y as background
material only. These examples were material to the primary
focus of this study, the identification of factors causing
overload, mainly in the way In which they demonstrate how

units or leaders avoided or negated an overload-causing

factor or factors.

Having developed this Initial list of factors by

source, the list was integrated into a matrix so that

similarities and differences would be more readily

apparent. The purpose of the matrix was to organize the

Information and Identify factors that were common among the

sources and those that were unique or uncommon, The

analysis of this Information and the Initial matrix (Figure

2) are contained In Chapter Four.

Analysis and Conclusions

Chapter Five continues with an evaluation of the

findings of the research in Chapter Four. The purpose of

which is to determine the current applicability of the

factors discovered. This evaluation is made by comparing

Lhe factors against the criteria of Mission, Enemy,

Technology, and Training as they are discussed In FM 100-5,

O and FM 25-100, Training the Force.

47
 The first criterion used to determine whether a
discovered factor is applicable today is mission.
Specifically, Is the factor related to a mission, task, or
role that Is likely to be performed by American dismounted
combat soldiers in the foreseeable future? The factor is
no longer applicable If the mission, task, or role is one
that is not currently part of U.S. doctrine. The factor Is
valid by this criterion if today's forces practice the
particular mission as a function of current doctrine.
The second criterion for Judging applicability Is
the enemy. Was previous enemy doctrine, tactics,
techniques, procedures, decisions, or other influences a
cause for the discovered factor? Does the same or a
similar enemy exist in today~s threat enviroment? The
factor is no longer applicable unless a threat exists with
similar capabilities, doctrine, organization, tactics,
techniques, or procedures.
Thirdly, the study examines the findings In view of
technology. The factor Is no longer applicable if a
technology currently in service with dismounted soldiers
has overcome or negated the situation or circumstances
creating the factor,
The last criterion used to evaluate the
applicability of the factors Ir training. Was the factor a

48
result of specific training doctrines or events or their

abscence? Have modern advances in training made the factor

obsolete?

The conclusions provide a current and applicable

list of factors that cause or contribute to soldier

overload, Where insufficient evidence was available to

positively identify a factor, the trend In the evidence is

discussed to aid In future study,

49
1 FM 7-10, p. B-1.
Innt

50
 CHAPTER FOUR
RESEARCH ANALYSIS

The number of tasks that soldiers fall to

accomplish at JRTC, to an acceptable standard, can be
directly related to the soldier being too physically
tired or mentally unwilling to put forth the effort
--Because of their excessive loads and the chain of
command can't break the code on how to make the
system work,--And that's a factl!

Anonymous at JRTC
From the literature reviewed It Is possible to
compose an Initial listing of soldier's load factors.
Figure 2 provides a matrix which shows the major sources
reviewed and the soldier's load factors addressed in each.
This chapter describes each factor In general terms
and provides supporting examples to illustrate them. The
matrix at Figure 2 also shows which factors appear
repeatedly across a broad spectrum of source material,
indicating widespread acceptance, and those that appear
once or in only a few sources, indicating a trend. The
conclusion provides an outline list of soldier's load
factors,

51
 x x x x x

11x
ii~ X X
xx
X
x x
X XX
x ...
...........
x
X -

'! .........2:
x x x x x x xxxlx

SX x X X X

ii ~~...
xx

x Ixx ><
lil I

x X X X:x x x t
~ x ~ x x x I x (

I........

xx x 1 x x x1x'

_i,.
Ii ..
. ..

52
 METT-T ap a Factor,

In a hypothetical sense, a commander making an

ideal estimate of the situation will arrive at precisely

the proper load to be carried by his soldiers without

shortage or excess. An accurate mission analysis will

permit the unit to carry only enough equipment to

accomplish the precise tasks assigned. The enemy threat

will have been properly assessed and the exact numbers and

types of weapons, munitions, and protective equipment

needed will be known. The staff will be able to accurately

predict the conditions of weather and terrain, their

effects on the unit and the operation, and the equipment

necessary to negotiate these conditions. The commander

will know his troops completely. Their level of training,

stress toler'ance, and limits of their abilities will be

within the constraints of the task. Finally, sufficient

time will be available to accomplish load tailoring and

effect resupply as necessary later.

However, this estimate Is performed by humans and

military operations are rarely conducted in Ideal

conditions. Beuause of this, other factors impact on the

decisions that effect the soldier's load. This chapter

explores those factors.

53
 Ap.reciation for the Prcoblem

The factor of appreciation for the problem has two

different components. First, a basic awareness of soldier

overload, what causes overloading, and the problems It

creates. Secondly, an understanding of the methods

available to avoid, correct, or reduce the scope of the

problem.

Many leaders are aware of the hazards of soldier

overload and understand the doctrinal methods to help
control the problem. But, due to the outcome of their
command estimate, they sometimes make the conscious
decision to exceed the doctrinal load guidelines. This

section addresses the problems that result when leaders

don't have this base-line appreciation,

Lack of Awareness
Marshall referred to this as "ignorance of the

problem." He discusses the leader who is ignorant of, or

Indifferent to, the effects over-loading has on soldiers

and tactical operations. One of the sources of leader

education and development Is familiarity with service

doctrine and It Is noted that at the time of Marshall's

2
writings, little written or formalized existed.

Some of the conclusions from the Infantry Combat

Developments Agency study conducted in 1962 were that the

54
major causes of overloading Included commander-s and

staff's lack of awareness of tha problem and inability to

heed the lessons of history (the study recommended

soldier's load instruction for all levels of military
3
education up to and including the War Collego).
One of the tasks of USAIS is to train and educate
all U.S. infantry soldiers, non-commlssioned officers, and
officers. According to a recent inquiry made of the

Directorate of Training, there are presently no scheduled

primary training hours on soldier's load In the programs of

instruction for either the Infantry basic or advdnced NCO
and Officer courses. Similarly none of the primary

training Includes soldier's load as a planned discussion

item on the lesson outline. Soldier's load considerations

are discussed only as secondary points to other blocks of

4
instruction such as patrolling or movement techniques.

Inability to Resolve

Once a leader understands the facets of the

problem, he must then demonstrate the ability and

willingness to act on his knowledge. Operational

observations by the JRTC's O/C's note that often units do

not attempt to adjust, cross-level, or cache equipment once
in their area of operations; even after noting undue

fatigue early in a movement and correctly attributing it to

55
heavy loads. 5 The 1962 USAIS study noted that some
commanders who were effective In reducing soldier's loads
for an attack weire prone to ignore the excess weight during
the approach march to the objective and the attendant loss
6
of energy required for the attack.

The Effects of Fear. Faticue. and UncqJjAJL.t,

Perhaps 'larshall's strongest message is the lack of
appreciation, by tactical leaders, for the debilitating
effects of stresti and fear on the average soldier and its
resulting effect on his ability to carry a load.
Recognlzed by our Army and Incorporated into its soldier's
load doctrine Is Aarshall.s conclusion that the soldier's
load causes fatlgLe which reduces his ability to deal with
the stress caused ty normal battlefield fear. In turn,
this fear induced otress rapidly tires the soldier, sapping
his strength, and reduces hts ability to carry his load.
This viscious fatigie-fear-fatigue cycle, rarely observable
in training exerclsvu, can debilitate evern the best-trained

and well-led soldiers and must be considered by the

commander entering battle. Marshall sums it up this way,
Tired men talke fright more easily. Frightened men
swiftiv tire.

Sergeant Brut-- Helsley, Co. E, 16th Infantry, attacking

Omaha Beach expressed the phenomena well:

56
 ... I didn't know my strength was gone until I hit
(the) beach. I was carrying part of a machinegun.
Normally, I could run with it. I wanted to do so
now but I found I couldn't even walk with it. I could
barely lift it. So I crawled across the sand dgagging
It with me. I felt ashamed of my own weakness.

Although Marshall focused on the simple fear of

death or wounding, others have expanded this discussion to

include the more subtle effects that uncertainty plays.

This factor of uncertainty--a fear causing leaders cf

soldiers to take extra Items--is, closely related to but,

subtly differently from the fear of risk which prevents

noldiers from leaving Items behind.

An after-action summary of problems plaguing U.S.

forces during the 1983 Invasion of Grenada Included

"overburdened Infantry." One reason for this problem was

the tremendous level of uncertainty facing the invaders due

to an Incredible dearth of credible information on the

numbers, capabilities, and intentions of the Grenadian and

Cuban enemy. This uncertainty, combined with a lack of

combat experience at the tactical level in the American

ranks, caused commanders, planners, and soldiers to hedge

9
their preparations--packing extra ammunition anid grenades.

In a Grenada study performed by Walter Reed Army

Medical Center, Majors Dublk and Fullerton reached the

conclusion that "uncertainty" was a factor that caused

57
soldier overloading In Grenada. Uncertainty caused by a

lack of operational information, rapidly -hanging

Information, lack of common training and SOP's between some

units, and a lack of trust In the capabilities of other

units or of the "system" to provide for needs. This

uncertainty caused the initial units to pack for the

worst.10

The factor of uncertainty also played a role In

increasing the soldier's load In Panama. Fear of the

unknown and concerns about resupply caused soldiers to make

second trips to the ammo issuA point. One brigade of the

7th Light Infantry Division was forced to carry more than

It would have liked and even forage locally due to the

occasional uncertainty about resupply. 11 In it's post-Just

Cause bulletins, CALL stated that uncertainty over the

threat, nature, and duration of missions has caused

soldiers to deploy with twice as much ammunition as was

12
needod and with unnecessary comfort items.

Fear of Risk

In the military, "risk" Is often defined as the

voluntary exposure to danger. Military leaders must take

risks everyday to accomplish tasks with Insufficient

resources. However, these same leaders are often unwilling

to take risks to insure that their soldier's fight light.

58
 The very essence of 6i9 rlik-takirng Is the

decision to leave certain items of equipment and supplies

behind so the soldler's load In tolurable. As Marshall

pointed out, the leader cannot oquip his troops for every

possible contingency. Based on his assessment uf METT-T,

the commander must be will1tg to pack only what is

absolutely required and leave the rest for transpcrt by

other means. The risk is that he will leave something his

soldiers will need; the consequences are that his unit may

fail to accomplIsh its task or his soldiers onay suffer.

Because of theue consequences many commanders, and their

staffs, are unwilling to accept the risk and thus send

their soldiers into battle overloaded. 1"

Marshall called this phenomena the "fears of the

staff." This fear took many forms and Is often accompanied

by the thoughts that "nothin4 Is too good for our men" and

a "rule of safety" should be observed. That is tc sAy,

"our soldiers might -- o, to prevent this, they

shoujld carr~y _____." (The commander or staff officer

Inserts the appropriate words to Justify an addltlcn to the

packing lHstt e.g., "go hungry, extra rations" or "get

cold, extra blankets."

These "fears of the staff" are obvious when

commanders and their staffs feel that their Judgment will

be called into question If a 5oldler should complain about

hunger due to a missed meal or should suffer frost nip from

199
a cola night spent without a blanket. The overly-concerned

staff finds that a simple and "risk-f!:ee" solution,

especially during training, is to require every soldier to

carry all that he might need for his comfort!

Marshall noted that this line of thinking causes

overloaded soldiers In combat because these actions,

pre-conditioned by training, cannot be overcome by the fact
that the unit is now In battle (in modern Jargon, we will

fight as we have trained). He went further to say that a

more proper "rule of safety" would be observed If

commanders and staff officers would recognize that in
comb-at they are safer to equip their soldiers to fight with
agility and accept the risk that they may get cold or miss
a meal because of it. He concluded this point by noting

that soldiers that are well-trained and led, and that

understand the reasons for their temporary hardships will

not c-; -,ain unduly and in fact, bond as a unit even more
14
tightly because of It.

Some more recent e,-inples include a mention of risk

analysis In the 1962 USAIS study. The study made the

interesting observation that killing power ehould have

primacy over troop protection requiing commanders to
consider risk to prevent the latter from degrading the
fornier. I
Interviews with Rangers who parachuted into Panama
note that task analysis plays a key role In determining the

60
equipment needed for a mission and thus, risk. Icentifying

specific tasks to be performed during an operation permits

a determination of the specific number or amount of

equipment to be taken. One Ranger recalled that he carried

a chain saw to cut down a fence on his objective. The fact

that he was a large man showed proper consideration of the

relationship between body weight and load carrying

capacity. However, the fact that he was also a

machinegunner showed a lack of consideration of the weight

of his weapon and ammo in determining who would carry the

saw. The soldier related how his heavy load and hard
16
landing left him somewhat disoriented arcer touchdown.

Commenting on the dilemma over the decision whether

or not to wear body armor on operations, CALL bulletins

note that leaders must evaluate and accept or refuse risk

with regards to protective armor versus agility and heat

stress.17

The Fire Load

This factor address the predictable occurrence that

soldiers will often go into battle overloaded with a great

deal more ammunition than they will need. General Marshall

explored the problem of soldiers overloaded with ammunition

(he called it the "fire load"), noting two main reasons for

this phenomena. The first Is the false belief that giving

the soldier heavy loads of ammunition is good

61
for his morale. The second reason is the notion that
shortages of ammunition regularly lead to tacttcal defeat
on the modern battlefielc..
Marshall also wrote about the belief of some
commanders and staffs that soldiers must be prepared for
every possible eventuality in order to "protect" them.
This factor applies to the problems associated with issuing
too much ammunition as well as requiring other items of
equipment.18

An example he used to Illustrate the problem is the

distribution and use oi hand grenades during World War Two.

Many units reduced the soldler's load of rifle ammunition,
although not for the purpose of lightening his burden, in
order to permit him to carry more grenaues. Marshall's
Interviews showed that although most men were issued
between five and eight grenades, less than six percent of
19
the soldiers ever threw them.
Although Marshall's conclusions on fighting and

fire have drawn the most criticism from his detractors, it

is not diffioult' to argue that the issuance of grenades was
based more on the prevailing conventional wisdom than on
mission requirements or usage rates.
The commander of the 82d Airborne Division's lead
battalion to relieve the Rangers on Grenada directed that
his soldiers draw a double basic load of ammunition, He

62
regretted this decision later as he watched the men
20
staggering with their rucks to the aircraft.

These experiences have pointed out the necessity to

establish and enforce a strict Standard Operating Procedure

(SOP) for the amount of ammunition a soldier should carry.

The authors recount interviews with members of two

different companies from one of the battalions of the 75th

Ranger Regiment.

One company, whose commander had participated in

Operation Urgent Fury, the invasion of Grenada, and

observed the problems of overloaded soldiers in combat,

Insured that his soldiers took only their prescribed basic

load. A sister company allowed the soldiers to return,

after the basic issue, to the huge pallets of ammo lining

the airfield and draw additional ammo and grenades as they

desired. A sergeant in this company later estimated that

his ruck weighed 80 pounds and he needed assistance

2 1
carrying it to the plane.

The Dag of Orthodoxy

This factor is rooted in the conservative and

tradition-minded military culture that tends to regulate

and standardize many routine procedures. Marshall referred

to this tendency as the "drag of orthodoxy." This factor

63
has two components. The first of these is conservative

mind-set of the military leader.

Marshall explored the effects that traditional

thinking and resistance to change have on the soldier's

load. The military, as a conservative institution, Is slow

by nature to adopt change even after lessons learned in

battle point out a deficiency. He also noted that military

leaders are Inclined to heed the dictums of successful

leaders that preceeded them, especially if these

pronouncements come from the Great Captains of history.

This difficulty to challenge accepted maxims exists even in

2 2
light of an "ever-broadening human experience.

One example is the proverbial last resort of the

Infantry--the bayonet. Marshall blamed the continued

existence of the bayonet on tradition and the superstition

that its possession makes troops more "fierce and

audacious." Acknowledging some usefulness in physical and

mental conditioning, Marshall stated that the Army needed

to re-evaluate the utility of the bayonet from a purely

utilitarian and analytical point of view without sentiment

whatsoever. His bottom line--the bayonet is two pounds

23
that the soldier can do without,

Similar thinking was displayed in the 1962 USAIS

study that noted tradition and resistance to change were

keeping the soldier overloaded and used the bayonet as an

64
example of an item's tac:Ical value failing to Justify its

weIght. 24

The second component to the drag of orthodoxy is

the "tyranny of the SOP." This exists when a leader cites

an existing SOP or packing list without applying the

variables of METT-T in his planning to determine if the

loads are appropriate for that operation. The SOP Is

designed to facilitate routine packing of the soldier's

load but must always be reviewed each mission. The fact

that many unit SOP's are written for the worst-case

scenario or to facilitate field training only exacerbates

25
the problem.

An example of this factor is seen in some of the

six battalions of the 82d Airborne deploying to Grenada in

1983. It was nearly November at Fort Bragg and the

division was packed in accordance with its standard winter

packing list. When units began deploying for the tropical

combat zone, some thinking commanders dramatically tailored

their loads. However, other units deployed "by the book"

and it was not unusual to see piles of sweaters, long

underwear, and even sleeping bags at Pope Air Force Base

26
and around the airhead at Point Salines.

The chain of command often does not take personal

action to review or inspect the packing list--often simply

referring to the unit's SOP and making no effort to

eliminate unessential items or cross-level equipment based

65
on mission loads. The results: Soldiers carrying 10 MREs

because the unit's first planned resupply is three days

away; machinegunners, among the most heavily laden,

carrying additional medical kits because they happen to be

the qualified combat lifesaver; spare uniforms In case a

soldier tears his clothing or he gets wet; soldiers with

two rainsults (the obsolete-yet-still-issued rubberized

suit they are required to have to be "uniform" and the

superior, Army-authorized but personally-purchased, goretex

parka that many units won't permit the soldier to wear

27
because "everyone doesn't have one"),

Disciollne and the Enforcement of Standards

At the opposite end of the spectrum from the

previous factor is the failure of leaders to determine what

weight their soldiers should carry, provide clear guidance

In the form of a mission-designed packing list, and to

enforce that packing list through rigorous Inspection.

Marshall found that units that did establish a

packing list frequently caused more harm than good by

directing the packing of Items that were neither required

by the soldier or the mission. In Illustration, Marshall

recounted the story of the 153rd Infantry Regiment's

assault on the Aleutian island of Kiska. The unit's long

packing list included a "Book of Battle Songs!", 2 8

66
 Our modern army still has the same problem. CALL

bulletins have included similar entries in recent years.

Among these were: some commanders do not understand the

importance of their role in establishing and enforcing

soldier's load standards; unit SOP's often do not address

soldier's load concerns; although pro-combat inspections
(PCI) are critical, leaders routinely fall to inspect their
29
soldier's rucks.
Common at the JRTC are units that "talk soldiers
load" up and down the chain of command. But when the
troops cross the line of departure, the average rifleman's
load still weighs 100.72 pounds. The observer/controller's
Inspections reveal rucks laden with extra fatigue uniforms,
galoshes, candy, paperback books, playing cards, cameras,

extra food (several days worth of MRE's or civilian food in

addition to their Army rations), multiple raInsuits and

flashlights, and troops carrying multiple weapons (The

pistol Is not a MILES-capable weapon. At JRTC, soldiers

armed with pistols by TO&E often carry an MI6 rifle as
well).30

Nature of the Soldier

Another factor to consider Is the nature of the

soldier. This factor has two aspects. The first of these

67
is the tendency of the inexperienced soldier to collect,

hoard, and carry everything he finds of interest, is

issued, or Is directed to take. Marshall suggests that

this is caused by the simple fact that soldiers are

"packrats" by nature and, until they become more

experienced, are also concerned they will meet disciplinary

to carry some Item. 3 1 A

action If they should lose or fall

1973 study done by Natick Labs validates the conclusion

that Inexperienced soldiers initially tend to carry too

32
much when left to decide for themselves.

The corollary is that when the soldier faces the

real-life challenge to carry his load or die, he quickly

gains the experience to discern between what Is necessary

and what isn't. If the chain-of-command falls to tailor

the soldier's load, the soldier will do It himself, on the

battlefield, by discarding what he feels he must, The

obvious problem here is that the soldier is making the

choices and the items chosen may include essential

equipment or supplies. The only way the leader can

effectively control this is to insure his soldiers carry

only the absolute essentials and that any discarding of

33
equipment must be controlled by the leaders.

68
 The Lack of Transportation
As stated In doctrine, the commander is responsible
for arranging the transport of any components of the
soldier's load that are not carried by him. This
necessitates some means of transportation and bodes Ill for
the soldier's back If transportation Is In short supply.
In the Falklands campaign, the heavy burdens of the
British Infantry units were a function of a lack of
strategic lift to move the fighters and sufficient support
assets to the scene of the conflict. This was compounded
by the terrain (marshy bogs and hille with few roadc) and
weather which rendered most vehicles useless and often
grounded helicopters. Further exacerbating the situation
were the losses of essential helicopters and fuel stores
due to Argentinian air attack. The end result was soldiers
forced to march on foot carrying almost everything they
34
needed on their backs.

One year later In Grenada, the scarcity of

strategic lift and need for speedy deployment coupled with

the limited capability of the reception airfield on the

Island caused the units of the 82d Airborne Division to

deploy "light"--meaning without their normal complement of

"supporting vehicles and man-packing their equipment. The

result was actually anything but "light." Units that had

trained to transport portions of the soldier's load and

69
vital stores on their organic vehicles were now forced to
deploy and fight without them. The paratroopers were
"frequently grossly overloaded" gveatly reducing their
mnblilty. Some innovative commanders corrected this
problem by commandeering civilian vehicles and using
35
caotu'ed enemy trucks.
After-action cormnents from Panama show how an
overall lack of sufficient lift a.jsets placed greater
burdens on units and ultimately on the soldier. Due to
space, operational security, and time constraints units
suffered from a lack of adequate strategic and theater
lift, helicopters, and trucks to provide logistica and
mobility as units and training procedures were designed.
Instead, units were continually forced to "make do" with
what was available and the end result was almost always a

heavy rucksack on the soldler's back. 3 6

These trends continue In our training exercises to

this day, In an era of aircraft shortages and fiscal
constaints, units must often choose between deploying the

command and control and fighting vehicles, that maneuver

during the exercise, or the support trucks. Recent CALL
reports note that a lack of support vehicles increases the
load; and often we do not task the logisticians to assist
37
our tautical commanders in getting their loads forward.

70
 The MYthi__2fL_ annq
This factor addresses the inadequate, and sometimes
incorrect, soldier's load lessons that we routinely draw
from our training experiences. One very real problem Is

thinking that a soldier or unit's capabilities in peactime

are equivalent to their expected capabilities in combat.

Marshall suggests that this statement does not account for

the locs of physical strength caused by battlefield fear

and Is reinforced by the way in which we train.38

The first of these training deficiencies Is in

preparing our soldiers to carry heavy loads. Peacetime

maneuvers cannot replicate the energy drain that fear

creates in combat. The 1973 Natick Labs study concludes

that basing combat estimates and plans on load carrying

experience developed in peacetime is potentially

3 9
hazardous.

Marshall planted the seeds of today's notion of

"training heavy" but "fighting light." He advocated

training to the widely accepted load standard of 30% of

body weight (or even slightly heavier Is permissible) but

endeavoring to fight in only 80% of the training load to

compensate for the fear-fatigue phenomena that is

Impossible to replicate in training. 4 0

A second training issue is the way in which we

structure exercises and the expectations this leads

71
commanders to have of their soldiers In training and war.
Marshall observed that trainirng exercises are often
deliberately sheduled to be very anmbitious In their
accomplishments. The reason is to Insure that the force
gets maximum benefit from the training opportunity--"a
proper workout." But when commanders, staffs, and soldiers
are not warned that, In combat, their goals would be much
more modest, a false perception is created that what is
possible on exerrises is equally possible In battle. Over
time, the combat-experienced veterans grow fewer In number
and the myth of our capability, created In peacetime, is
4 1
perpetuated as the expectation for battle.

Due to the high costs and complications of large

scale field exercises, companies and battalions often trAin

alone or with only a portion of their wartime augmentation.

They learn to "make do" without much bupport because they

don't train with It. As a result, sometimes when divisions
go to war the support resources of the division are not
coordinated to fully assist the brigades. Vehicles and
services that could assist the regiments and battalions
with their burdens may be doing other less cLitical t&sks.
Noteworthy here Is the notion that load management Is not
Just company or battalion level business but also regiment
and division level.42

Other studies have concluUed that a distinct lack

of confidence in the ability of the supply trains to "make

72
it happen" when needed res,lted from problems In
43 The British, making the same observation
training.

during their operations in the Falklands, noted that

contributing to the soldier's burden were the logistical

difficulties caused not only by the lack of resources and

transport but also by their lack of exercise In peacetime.

It was observed that training exercises are normally aimed

at honing the "teeth" of an army and less on preparing the
",,tail.,,44

Retired British General Julian Thompson called

these the "false lessons of peacetime training"--lessons
that bear on the burden of the Individual soldier. Among

these is the lesson that small wars and most exercises,

emphasizing maneuver forces and operations, do not
adequately test or prepare the logistics system. Rarely

are commanders forced to choose between moving men or

supplies. In war, If transport is limited, men will march

carrying some of their supplies and the available transport

will be busy moving the rest. Thompson also notes the

similar deficiencies noted during computer slmulations or

command post exercises designed to test procedures and

communications. He suggests that it Is much easier to

coordinate the "notional" logistics found in simulations

than It is the actual.45

73
 -The Effects of Technology

The role of modern technology has garnered great

publicity in the wake of Operation Desert Storia. A major

purpose of technological advancement in our Army is to make
the organization more efficient in accomplishing Its

mission in terms of cost, nasualtles, time, and resources.

In the area of soldier's load, the goal of technology is to

find ways to reduce the burden of our already-overloaded

dismounted combat soldiers.

Technological innovation has achieved some

reductions in soldier's load in the part. One example is

the use of nylon in the construction of load bearing

equipment as a replacement for cotton webbing. This

resulted in a 36% reduction in weight when dry, even more

when wet. 46 Another positive example is the replacement of

the canned "C-ration" with the much lighter Meal-Ready-

to-Eat (MRE). However, more often thar not, technology

works to increase he soldier's load rather than reduce It.

One way technology increases the soldier's burden

is by creating a capability that did not exist before.

Sometimes this is in response to a perceived or real

threat, sometimes it is caused by a simple breakthrough in

capability. In either case, the end result is usually some

Item, with some mass, that must now be carr~ed by the

soldier.

74
 An example of responding to the thLreat iW the

chemical protective mask. Developed in World War One to

counteract the specter of chemical warfare, the gas mask

has become an almost standard part of our battle uniform--

4 7
at a cost of three pounds. Two examples of breakthrough

technology are night vision devices and the global

postioning system. Both items were developed to give our

Army a technological edge rather than respond to a specific

enemy threat. They have become almost Indispensable to the

way we fight, and each have added between two and three
48
pounds to the rucksacks of many soldiers. In both of the

precedi.ng examples, the technology introduced was a

positive aspect but the added weight, any added weight, is

bad for the already overloaded soldier.

Another example of emerging capabilities, the

Infantry School's Enhanced Land Warrior project proposes to

greatly increase the capabilities of the individual soldier

and dismounted units by leveraging advanced technologies

for communications and information management. However,

the new equipment to make this leap ahead--miniature video

cameras, helmet-mounted visual displays, thermal weapons

sights, and Individual soldier computers--are additional

4 9
items, and weight, that the soldier will have to carry,

What impact will this have on mobility?

75
 A second way in which technology negatively impacts
on the soldier's load is when the load Is lightened but the
gain Is lost to an increase in requirements, It might be
argued that this Is more properly a function of leader
decision-making but these decisions are triggered by
technological advance nonetheless. In a 1964 study, the
Army recognized that technology would allow the development
of a composite fiber helmet and protective vest that would
provide the same or slightly better protection for a
significant weight savings over the current versions. The
alternative was a vastly increased level of protection for
approximately the same weight. The study concluded that
weight reduction, and thus increased agility and killing
power, should have primacy over troop protection. This
required commanders to consider risk to prevent too much
protection from degrading agility and killing power.5O

This recommendation actually resulted in the

present-day kevlar helmet, providing much greater

protection than its steel predecessor but weighing an

additional one-third pound in its most common sizes; and

the kevlar vest, offering somewhat greater protection than
its precursor but also weighing an additional one-half
51
Found.
Related in nature, but more frustrating in the

outcome, is new but heavier technology that replaces an

existing item, with only slight or no significant

76
improvement in capability. An example is the Army's new

wide-field-of-vlew, rubber-armored, European-made binocular

that replaces the older version but is more bulky and 10%

heavier.52

A less obvious way in which technology has

increased the soldier's burden is through "load creep"--

the Increase of the rucksack load as a result of secondary

consequences of other decisions system-wide.

Load-creep manifests itself In several ways. One

of these ways is the decision to lighten not only the

soldier but the Army as a whole. A historical example is

Napoleon's support of the invention of canned meat.

Operationally It made his army lighter by reducing his

logistical tall and his dependence on huge herds of

livestock. Tactlcally, his soldier's felt the new burden

5 3
of glass and metal food containers in their haversacks.

A more modern example is our efforts to "lighten

the force" and create a strategically mobile light infantry

division. The lightness of the division came, in part,

from its lack of supporting vehicles and aircraft, This

stategic agility translated Into heavy rucks due to the

54
lack of tactical transport.

Load creep can also be found in the way we develop

and acquire our equipment. Excessive requirements for

durability and quality usually insure that the soldier gets

a piece of equipment that is more sturdily constructed

77
(thus heavier) than actually required. A 1964 study

considered the effects of durability and functional

requirements on item weight. It recognized that Items

often had durability ratings much longer than their

expected combat lifespan. This extra durability usually

meant that the item was heavier and bulkier than it needed

to be.

A 1988 Natick study notes that many Items of

soldier equipment are developed one item at a time and in

relative isolation from other Items. Thus small weight

increases are overlooked (what can a couple of ounces

hurt?) especially when increased capabilities attend them.

The new boot Is .7 pounds heavier, the new rucksack is 1.4

pounds heavier, the new gas mask is .8 pounds heavier, the

new squad radio is .7 pounds heavier, the new bayonet is .5

pounds heavier, and the new rifle is .3 pounds heavier.

Increases that were considered insignificant in isolation

quietly added 4.4 pounds to the soldier that already

exceeded every weight guideline published1 5 5

A 1964 Army study recognized that the standard

practice of equipping the entire army with uniforms and

basic equipment designed for the infantry may be

counterproductive. The study concluded that by ignoring

the combat life span of infantry items, beefing them up to

an item life useful to the army as a whole, the items

became heavier and more costly. It proposed that special

78
Items be designed, even at higher cost if necessary, to
meet the Infantry task and save weight; the increased costs

being offset by only Issuing these special items to combat

56
infantry units.

A final way in which technology can adversely

effect the soldier's load is the old notion that

multi-functional Items can create weight savings by

replacing several items. An Army study In 1962 proposed

that a single multi-purpose item, a multi-purpose shelter,

could replace the rainsult, blanket, poncho, and

shelter-half. 57 Actual trials of this new Item in the

mid-80's showed that It actually increased the load by

reducing flexibility. Previously a soldier or commander

could tailor the load by leaving some of the components

behind. With the single multi-purpose Item (which weighed

less than all four components but more that any two) It was
"all or nothing." 5 81

Some of the problems blocking more significant

progress In cutting weight through technology include

funding cuts, the inclination of some decision makers to

opt for Increased capability over weight savings, and the

acceptance of item weights that slightly exceed the limit

expressed in the operational requirement. These gains are

easier to accept If the item meets all other requirements

or If they are compensated by weight savings on other

59
items.

79
 Terrain. Weather. and Physical Conditioning
With the exception of the extremes of cold weather
or very rough terrain, which require special Items of
equipment necessary for mobility and survival, the factors
of terrain, weather, and physical conditioning Impact more
on the soldier's ability to carry his load rather than on
the load itself.

Terrain and Weather

These two considerations, part of the commander's
METT-T estimate, should also carry significant weight In
the commander's decision-making on soldier's load.
Difficult terrain and weather extremes impact on the
commander's packing list. In the Falklands war the British
discovered that the South Atlantic weather played a role In
burdening the soldiers. The constant rain and cold
temperatures required the soldiers to carry rain gear and
enough sleeping bags to protect soldiers from the elements.
The rolling, trackless hills and soggy bogs also prevented
the most efficient use of what few support vehicles the
60
British did have--Increasing the rucksack burden.

In Grenada heavily laden paratroopers and Marines

staggered up the jungled hillsides in the tropical
humidIty--their strength sapped by their burdens, the
hills, the heat, and the fear of battle.6i

80
 During Operation Just Cause a combination of

tropical heat and heavy loads was again a significant

factor for paratroopers of the 82d Airborne Division.

Deploying from Fort Bragg In the midst of an ice storm, the

high heat and humidity and their heavy combat loads caused

one unit nearly half of their total casualties as they

62
assaulted a Panamanian hilltop stronghold.

Physical Conditioning

A key factor in determining the soldier's ability

to carry heavy loads is his level of physical conditioning.

Our doctrine recognizes that a man's ability to carry a

load can be improved 10-20% with proper training. Beyond

this point, no further gains are possible.63

The march training programs of the British Marines

and paratroopers are legendary and this training paid off

in the Falklands. However, the landing force also

cons1ited of mechanized infantrymen that were forced to

fight and march without their familiar tracked vehicles.

Their lack of comparable preparation for marching with

heavy loads was evident when the Welsh Guards were unable
6 4
to complete their first attempt at a tough march.

Many infantry unit physical fitness programs fall

to train for load carrying. Often PT is oriented on

81

i i ii I I I I
aerobic activity and calisthenic-type exercises. These may
be good indicators of overall fitness but are not
Indicators of load-carrying oapacity. Many PT programs in
dismounted units focus on passing the semi-annual PT test,
some commanders not recognizing the need for a ruck
marching program as well. 66

The British experience in the Falklands echoes the

notion that training for load-carrying requires specificity
and doesn't necessarily correlate to other types of
training often associated with soldier fitness. The
British Army has unit-level PT instructors In their
Infantry battalions. These NCO~c are normally very fit,
doing a great deal of running, weightlifting, and eating a
diet of low-fat, high protein food to build lean muscle
mass. It was a matter of some surprise when It was
discovered In the Falklands that the PT instructors had a
harder time with the marches. The British concluded this
was due to the sudden change to a field ration diet and the
fact that they normally did far less marching than the line
company men in training.66
The factors depicted at Figure 2 summarize the
analysis of this chapter. The figure retains the factors
of terrain, weather, and physical conditioning due to the
equipment requirements for operations in extremely cough

82
terrain or severe weather and the critical link that

physical conditioning has with a soldiers ability to carry

his load or improve to carry heavier loads.

83
 1 Quotatlon
frcm unknown soldier at JRTC from
Information supplied by CALL.
2 Marshall,
pp. 22-23, 5-36, 52-53.
3 USAICDA, "A Study to Reduce..," pp. 3, 5, 23, 24.
4 1nformatlon from DCD, DBBL USAIS.
5 CALL bulletins #1-88, pp. 13-19 and #90-9,
pp. 1-19.
6 USAICDA, 'A Study to Reduce...,' pp, F-5, F-8.
7 Marshall,
pp. 36, 41, 46.
8 1bid., p. 43.
9 Adkin, pp. 140, 208, 254.
1ODublk and Fullerton, p. 39-40.
" 1 Donnelly, Roth, Baker, pp. 317, 332.
1 2 CALL bulletin 90-9, p. 1-19.
1 3 Marshall, pp. 7-10, 30.
14 XbId., pp. 57-59, 69-70, 92-93.
15 USAICDA, "A Study to Reduce...," pp. C-11, E-4.
1 6 Donnelly, Roth, Baker, pp. 346-347.
1 7 CALL bulletins #1-88, pp. 13-19 and #90-9,
pp. 1-19.
1 8 Marshall,
pp. 18-19, 30-31, 58.
19 1bid., pp. 12-13.
20 CALL bulleting 1-e8, p. 15.
2 1 Donnelly,
Roth, Baker, p. 332.
22 Marshall, pp. ix, 8.

84
 231bId., pp. 14-15.
24 USAICDA, "A Study to Reduce...," pp. 12, 23,
C-39.
25 USAICDA, "A Study to Reduce...," p. 23 and
briefing packets from USAIS and ADEA.
2 6 CALL bulletin #i-88, p. 15 and author's personal
experience.
27
JRTC data.
2 8 Marshall,
pp. 31-33, 89-90.
29 CALL bulletins #1-88, pp. 13-19 and #90-9,
pp. 1-19.
3 0 JRTC data.
31 Marshall, pp. 64-67,
3 2 USANL,
"The Carrying of Loads...," pp. 13, 24,
36.
3 3
Marahall, pp. 64-67.

3 4 Hastings and Jenkins, pp. 231-232, 263.

35 Adkin, p. 222.
3 6Lonnelly, Roth, Baker, pp. 76, 317, 319, 359.
3 7 CALL bulletins #1-88, pp. 13-19 and #90-9,
pp. 1-19.
3 8 Marshall, pp. xi, 35-36.
3 9 USANL, "The Carrying of Loads...," p. 27.
4 0
Marshall, pp. 52-70.
4 1
Marshall, pp. x.-xi.
4 2
USAICDA, "A Study to Reduce,...," pp. C-11, E-4.

4 3
Dubik and Fullerton, pp. 44-45 and briefing
packets from USAIS and ADEA.
4 4 Hastings
and Jenkins, pp. 319-320.

85
 4 5 Thompson, pp. 207, 311.
4 6 USANL, "The Carrying of Loads...," p. 13.
47 Marshall, p.11.
48 Land Warrior Weight Analysis, DCD, USAIS.
4 9 Enhanced Land Warrior Information from DCD and
DBBL, USAIS.
5 0 USACDC,
"A Study to Conserve...," pp. F-i, F-2.
5 1 Land Warrior Weight Analysis.
5 2 USANr,
"The Carrying of Loads...," p. 43 ancl FM
21-18, p. 5-7.
53
Marshall, pp. 83-84.
5 41nformation
from DBBL, USAIS,
5 5 USANREDC, "Technology Demonstration,.."
pp. 20-21.
56USACDC, "A Study to Conserve...," pp. F-i, F-2.
57 USAICDA,
"A Study to Reduce...," p. 24.

" 58 Author's personal experience.

5 9 USAIS briefing packet from DCD, DBBL, USAIS.
6 0 Hastings and jenkins, pp.. 238-263,
6 1
Adkin, pp. 222, 239.
6 2 Donnelly,
Roth, Baker, pp. 255-256.
6 3 FM 7-10, p. 8-8.
6 4 Hastings
and Jenkins, pp. 269, 274.
6 5 Dr.
M, Bahrke and LTC J. O'Connor, "Load Carrying
Ability Through Physical Fitness Training." Infantry
March-Apr'il 1990, pp. 33-36.
66CALL bulletin #1-88, pp. 13-19,

86
 CHAPTER FIVE
CONCLUSIONS AND RECOMMENDATIONS

... it is conspicuous that what the machine has

failed to do right up to the present moment is de-
u:ease by a single pund the weight the Individual
ha3 to carry in war.
S. L. A. Mrrshall
This chapter presents conclusions drawn from the
analysis in order to answer the essential question of this
study--What are the factors causing or contributing to
soldier overload on today's battlefield? Chapter Two
reviewed information from three doctrinal sources and over
a dozen other references on modern combat operations,
Chapter Four analyzed this material to determine the
factors that have historically contributed to soldier

overload.
This chapter will briefly apply the four criteria
outlined In Chapter Three (Mission, Enemy, Technology, and

Training) in order to determine the ourrent applicability

of the factocs on the list. A refined list of twelve
current soldler"s load factors is shown at Figure 3.

87
 Aoplicabilitv

Mission

The first criterion is mission. Applying the

definition of the mission criteria in Chapter Three, it is

apparent that all of the factors are applicable today.

Today's dismounted soldier is still expected to close with

and destroy the enemy, seizing or holding ground in all

conditions of terrain and weather, across the full range of

military operations. 2 With the specter of large-scale

mechanized warfare somewhat diminished after the demise of

the Cold War and the attendant increase in likelihood of

Operations Other Than War, It is very likely that U.S.

forces will find themselves on foot, fighting highly mobile

enemy forces, and in an austere support enviroment. An

example of the relationship between mission and the list of

factors is seen in the factor "lack of transport." The

strategy of a primarily U.S.-based Army capable of force

projection wil4 likely serve to exacerbate some of the

previously-discussed problems of having sufficient

strateglc-lift assets to deploy forces and their full

3
complement of supporting vehicles.

Additionally, although much of warfare has changed

dramatically since World War Two, dismounted combat

operations are still common and characterized by soldiers

moving and fighting on foot and sustaining themselves, in

88
large measure, from their rucksacks. The list of factors
was derived from examples of dismounted patrols, raids,
attacks, air assaults, airborne, and amphibious landings.
4
These missions are still prominent In today's doctrine.

Enemy
Enemy forces impact significantly on the factors
associated with risk. Enemy intentions, unknown to
friendly forces, increase the level of uncertainty, As
Chapter Four demonstrates, Increases in uncertainty often
increase the soldier's load.

Having stated this, it does not appear that any of

the factors listed are less applicable due to any change in

the potential enemy situations our soldier's may face. The

demise of the Warsaw Pact has decreased somewhat the

chances of large-scale, high-intensity, mechanized warfare.

This had little effect on the soldier's load as dismounted

combat soldiers were unlikely to be major participants in

such a war.
The dismounted infantryman's historical enemies are
still plentiful and active in today's world. As FM 100-5
indicates, the Army's potential adversaries span the full
range of military operations from drug traffickers,
looters, or insurgents in Operations Other Than War to
modern, partially mechanized, and numerically superior

89
armies with access to high technology and weapons of mass
5
destruction In the state of war.

Technology
The third criteria in the evaluation of current
applicability Is technology. Technology is constantly
searching for new ways to gain some advantage over the
enemy. However, as evidenced by the analysis In Chapter
Four, technology has done little to achieve a soldier's
load breakthrough. In fact, as the discussion in Chapter
Four demonstrates, technology has served to increase the
soldier's load more than it has decreased It. 6

As far as its Interface with the other factors is

concerned, technology has not overcome the limits of

physical conditioning, nor has It decreased the fire load
significantly (although caseless ammunition is promising).
Advances In Information technology have had some positive
influence on the fear of risk, reducing uncertainty, but it
Is a long way from solving it. Similarly, technology has
had little effect on the availability of transportation
assets. FM 100-5 states that despite the advances
techology has made In the way we train, plan, and fight,
warfare remains a test of the soldier's will,
courage, endurance, and skill . Freezing rain,
muddied foxholes, blistering heat, physical exertion,
and Imminent danger will remain the domain of the
soldler.{

90
 Training

The final criteria used to evaluate the

applicability of the listed factors is training. Training

in soldier's load guidance is at the very heart of the

rirevailing lack of awareness of the problem. According to

Army leadership doctrine, good training can also greatly

reduce the negative effects of fear and uncertainty on

soldiers and units. 8 The U.S. Army's training doctrine

explains how leader training is essential to developing

subordinates that understand and perform their roles. This

training is essential to overcoming problems with the

establishment and enforcement of standards and SOPs

9
designed to reduce and manage the soldier's load.

Training, as previously discussed, shows much

potential for negating some of the factors discovered.

However, as seen from the results of units attending the

CTC1s, it has had only a minimal positive effect on the

soldier's load. One of the most significant points about

training is that it bears significant responsibility for

our overloaded soldiers. As discussed in Chapter four,

this Is because one of the major causes of overloaded

soldiers is that many leaders do not appreciate the

significance of the problem. This is primarily due to a

lack of training and a resultant lack of awareness.

In summation, applying the four applicability

critlerla to the list of factors demonstrates the current

91
validity of each. The refined list of factors, and the

answer to the central question of this thesis is presented

at Figure 3.

92
 FACTORS CAUSING SOLDIER OVERLOAD

i. Lack of Appreciation for the Problem

2. Fear and Fatigue

3. Fear of Risk

4. The Fire Load

9. Drag of Orthodoxy

6. Discipline and the Enforcement of Standards

7. Nature of the Soldier

8. The Lack of Transport

9. The Myths of Training

10. The Failure of Technology

11. Terrain and Weather

12. Physical Conditioning

FIGURE 3: REFINED LIST OF FACTORS

93
 Recommendations

The list In Figure 3 and the outline in Appendix A

show twelve factors that contribute to and cause soldier

overload. This study will conclude with recommendations

for managing these factors in an attempt to reduce the

soldier's load.

Training

As previously discussed, good training shows high

potential for solving the problem of soldier overload. The

literature review highlighted several possibilities for

this potential solution.

Leader Trainina

As shown in this study, many of these factors can,

in great measure, be controlled through leader education to.

increase awareness of the problem and recognize recommended

solutions. This is the most important first step our

leaders can take to reduce the soldier's load. The U.S.

Army Infantry School is in position to incorporate primary

soldier's load-specific training time in all infantry

non-commissioned and commissioned officer development

courses. Such training has the potential for mncr. -sing

awareness of the problem, encouraging the willingness to

take action to manage it, and recommending techniques and

procedures to use to reduce the soldier's load. Infantry

94
School studies conducted in 1962 and 1988 concluded with a
10
similar recommendation.

Although the fear-fatigue-fear cycle is a natural

human reaction, FM 22-100 asserts that its effects can be

mitigated by proper training. 11 Leaders and soldiers

should be trained to understand the cycle and its effects,

recognize it as it occurs, and more Importantly, to

consider this cycle when planning for combat operations.

This consideration should make allowances for the decreased

capabilities soldiers and units can expect when exposed to

12
the fear of actual combat.

Dublk and Fullerton concluded that uncertainty,

could be greatly reduced through good training. A critical

facet of this Is leader training. Leaders must be trained

to,

know that excess weight kills (their) soldiers, to

set and enforce specific weight standards, to
understand the effects of terrain and weather, to
build trust in their unit, ang to keep information
moving to those who need it.

The reduction of uncertainty Is critical to

reducing the fear of assuming risk by commanders and their

staffs. Leader development programs at unit level could

Include load plan training for commanders and staffs and

should also include the analysis and assumption of visk as

essential to the proper determination of what must be

14
carried and what should be left behind,

95
 Finally, leaders need to understand their critical

responsibility to develop SOPs for load management

procedures within their units; to set specific load limits

on a mission-by-mission basis; and to rigorously enforce

these limits through pre-combat Inspections. Repetitive
comments from the combat training centers and the Center

for Army Lessons Learned validate this need, 15

Soldier Traininn
Soldiers also have to be made aware of the impact
of too much weight and potential ways to help, As the load

bearers of today and the leaders of tomorrow, they are as

much a part of the solution to the problem as victims of

its effects. FM 22-100 points out that informed soldiers

experience less fear and uncertainty and are better able to

contribute to the success of the unit. 16 Thus, soldiers

will be more effective if they are exposed to the facets of

the load problem. They must understand the

fear-fatigue-fear cycle; know the effects of terrain and

weather on their ability to carry loads; participate in

rigorous, mission-oriented physical conditioning; know and

comply with unit SOP's; and be kept informed as much as

possible by their chain of command.

Unit Training
Trained leaders and soldiers are the basic building

blocks of well-trained units. The problem of soldier

96
overload Is greatly reduced by insuring leaders and

soldiers are exposed to It and its solutions. However, as

our training doctrine advocates, leader training and

individual soldier training are but building blocks to
17
integrated unit collective training.

Since we fight as we train, our unit exercises

should continue to fully integrate the stresses of physical

exertion and the harsh conditions of foul weather and

difficult terrain. Unit transportation assets should

routinely store and transport components of the soldier's

load, sometimes with reduced means, allowing the

18
development of effective SOP1s.

To build trust within and between units, our

training exercises must routinely include those with which

our units are likely to fight or draw support. 19

Collective training must be fast-paced and demanding to

challenge soldiers and units, and yet all must recognize

the inherent differences in peacetime capabilities and

wartime expectations. 20 Finally, our Combat Training

Centers should continue to monitor and assist units with

the problems of soldier's load while providing the ultimate

peacetime collective training challenge.

Technology
The Army has taken recent steps that should have
significant improvement on the focus of technology towards

97
improving the soldier's load. With the creation of the
Dismounted Battlespace Battle Lab and the designation of
the dismounted combat soldier as a warfighting system, the
Army has an integrated means of tracking all changes end
improvements to the soldier's equipment, across the
technology and industrial base, and monitoring the impact
that each small change has on the land warrior system as a
whole.21
A near term focus for gains in the area of
equipment Is found in expanded testing and procurement of
lightweight off-the-shelf technologies. This type of
procurement, a standard method for the special operations
community, allows the Army to field new technologies

faster, and often cheaper, by adapting an existing Item to

military uses. An example of this is the special

operations body armor program. Finding the issue Kevlar

vest unsuitable for their needs, the special operations

community tested several vests designed for law enforcement

use, selected, and fieldcd a lightweight and adaptable

military version in far less time than required for the

standard Army procurement process. This vest is ourrently

22
under consideration for adoption Army-wide.

A longer term effort fur equipment improvements

should focus on the potential benefits to be found In the

development of items designed specifically for the

dismounted combat soldier and not Intended for general

98
issue to the Army as a whole. Tests by combat developments
agencies In the 1960's and 70's support the theory that
high technology can provide lighter, purpose-designed
items. 23 These Items might be disposable or have a shorter
service life designed to match their operational lifespan

In combat. The potentially higher cost of these Items

24
would be offset by their limited scale of Issue.

Questions For Further Study

The research Indicated some trends that raised
questions beyond the scope of this study. These are
briefly summarized here to provide questions for future

research. First is the apparent key role that leaders have

had in the progress of technology. As previously

discussed, some technological advances have failed to
?rovide significant gains In weight reduction due to

decisions that negated the weight-saving effect of the new

technology. The relationship betweer technology and

requirements should be studied further in order to
determine if greater technological progress, with respect
to saving weight, has been impeded.
A second question for further study Is the issue of
insufficient strategic transportation available to move
units and their full complement of tactical transports to
the scene of action. Disregarding the larger issues of

99
aircraft and fast sea-lift ships needed by our forces, the
proposed study could examine creative solutions to the
problem that are within our present capabilities.
One such idea Is the creation of pre-positloned
equipment stocks, in several regions of the world, for our
light divisions. This equipment, provided by the
down-sIzIng of our Army, would consist primarily of light
and medium wheeled tactical transports. In time of crisis,
strategic lift and civil reserve air fleet assets would
focus on lifting troops, supplies, and outsize cargo. Our
relatively more plentiful C-130 assets could deploy to the

nearest pre-positioned stockpile and begin lifting

additional support vehicles to the crisis scene for use by

the deploying units. This would, in effect, be a light,
air-transportable version for the pre-positioned equipment
2
system in common use by our heavy forces for years. 5

Another question for further examination Is to

determine what Is responsible for generally more favorable

soldier's load observations toward the end of a unit's JRTC

rotation. The observer/controllers typically attribute

this to unit improvement as they progress through the

rotation from search and attack operations to a deliberate

attack. Hoi'ever, another explanation is possible, the
search and attack is characterized by uncertainty over
enemy strength, locations, and intentions and by
decentralized and dispersed small-unit operations;

100
conditions leading to difiiculty in resupply and heavy
rucks. In contrast, the later deliberate attack is
typically conducted with good Intelligence on the enemy and
significant unit preparation and rehearsal; conditions
favorable for load tailoring. What would the soldier's

load be like if another search-and-attack were required

26
after the deliberate attack?
A final potential question for further study is to
explore a conclusion reached by Marshall. What impact does
the way we conduct training exercises have on the way we

fight? As previously mentioned, Marshall specifically

notes that often our exercises are very ambitious in nature

and demanding in levels of activity. He suggests that this

ambition leads to false expectations as to how far units

can go or what they can achieve in wartime when the

friction and fear of real combat is applied. 27 This

interesting question certainly merits further examination.

Summary

The recommendations for individual, leader, and

unit soldier's load training coupled with continuing

efforts for technological solutions hold some promise for

future reductions in the load. Immediate relief, at some

level, is available to those leaders who recognize and

understand the problem, train their units for the mental

and physical stresses of the battlefield, establish

101
reasonable load limits based on each mission, take risk

with leaving certain items behind, enforce the standards

they set, and keep their soldiers informed.

102
 1 Marshall, p. 5.
2 FM 100-5, pp. 2-1, 2-22.
3 Ibid., pp. 1-2, 2-2.
4FM 7-10, Chs. 4-6 and FM 7-20, ohs. 3-6.
5 FM 100-5, pp. 1-1 - 1-3, 2-0, 10-2.
6 ADEA briefing packet, 1986 version.
7 FM 100-5, p. 1-2.
8 FleldManual 22-100, Military Leadershlp.
(Department of the Army: July 1990) p. 40.
9 Field Manual 25-100, Trainino the Force.
(Department of the Armyt November 1988) pp. 1-5, 1-6.
1 0 USAICDA, "A Study to Reduce...," p. 5, and
briefing packet from CATD, USAIS.
1 1 FM 22-100, p. 40.
1 2 Marshall,
pp. 40, 41, 47.
13 Fullerton and Dubik, p. 43.
1 4 Briefing
packet from CATD, USAIS, 1988.
15 1nformation from CALL.
1 6 FM 22-100, pp. 40-41.
17
FM 25-100, pp. 1-3 - 1-9.
18 Brlefing packet from CATD, USAIS, 1988.
19 Dubik and Fullerton, p. 43.
2 0 Marshall,
pp. x, xi, 35-36, 51-52.
21 1nformation from DBBL, USAIS.
2 2 Special
Operations Command Input to Lightening
the Soldier's Load Field Input survey by DBBL, USAIS.

103
 2 3 USACDC,
"A Study to Conser~ve-..," pp. 1, 3, 15,
F-1, F-2.
24
1bid.
25 Concept provided in conversationi with Major John
M. Nicholson, Fort Leavenworth, Kansas, April 1994.
2 6 JRTC
data.
2 7 Marshall,
pp. x, xi, 35-36, 51-52.

104
 APPENDIX A
FACTORS CAUSING SOLDIER OVERLOAD

1. Lack of Aooreclation for the Problem

- lack of awareness of doctrine, management
techniques, etc.
- unwillingness to take action to correct
2. Fear and Fatlaue
- Fear-Fatigue-Fear cycle
- magnified by uncertainty over threat, mission,
support
3. Fear of Risk
- desire to plan for every contingency
- fears of the staff: unit failure, soldier
discomfort
4. The Fire Load
- false beliefs: ammo = high morale, out of ammo -
defeat
- lack of reasonable SOPs or lack of enforcement
5. Drac of Orthodoxy

- tradition and the conservative military mindset

- tyranny of the SOP: worst-case, total uniformity
6. Discipline and the Enforcement of Standards
- Failure to establish or enforce/inspect packing
lists

105
7. Nature of the Soldier: "from hoarding to ditching"

8. The Lack of Transport (strategic and tactical)

9. The Myths of Training
- misconception that training capabilities u wartime

- problems created by the way we train: structure of

exercises, funding, tooth vs. tall focus

- simulations don't necessarily help

10. The Failure of Technology

- new capabilities - more weight

- increasing requirements can kill weight savings

- "load creep:" excessive durability, isolation of
decisions, multi-purpose items, "close enough"

Ii. Terrain and Weather

- special equipment needs

- effects on mobility: heat, gradient, soil conditions

12. Physical Conditioning: the APFT vs. the foot march

1o6
 BIBLIOGRAPHY

Adkin, Mark, Major. Uroent Fury: The Battle for Grenada,

Lexington, Mass.: Lexington Books, 1989.

Donnelly, T., M. Roth, and C. Baker. Operation Just

Cause: The Stormina of Panama. New York:
Lexington Books, 1991.
English, John A. Q0 Infantry. New York: Praeger
Publishers, 1984.
Hastings, M. and S. Jenkins. The Battle for the
FllJ.a. London: W.W. Norton & Co,, 1983.
Marshall, S. L. A., Brigadier General. The Soldler's Load
and the Mobility of a Nation. Ouantlo, Va:
Reprinted by The Marine Corps Association, 1980.
Thompson, Julian, Major General. The Lifeblood of War:
Logistics In Armed Conflict. London: Brassey's,
1991.

Armstrong, C. L., LtCol. "The Combat Load in Small War

Enviroments." Marine Coros Gazette. October 1990.
pp. 29-32.
Bahrke, M. Dr. and LTC J. O'Connor. "Load Carrying Ability
Through Physical Fitness Training." .Inantry, March-
April 1990, pp. 33-36.
Curtis, G. LTC, MAJ R. Vogel, and MAJ J. Wright. "Soldier
Load--When Technology Fails." Infantry, March-April
1987, pp. 9-11.
Dubik, James M. MAJ and Major T. D. Fullerton. "Soldier
Overloading in Grenada." Military Review, January
1987, pp. 38-47.

107
Fenton, G. P., Capt. "The Prescribed Load." Marine Corp-
Gazette, June 1985, pp. 43-49.

Galvin, John R. "Fighting Weight of the Foot Soldier--the

Historical Aspect." Infantry, November-December
1964, p. 16.

Hackworth, David H., LTC. "Lean and Mean." I,

March-April 1968, p. 36.

Hudson, T. K. "Easing the Load on the Infantryman's Back!"

ILnan.tr, April-June 1958, p. 35.

Hughes, Douglas M. "RIBS; a Concept For Reducing the

Individual Infantryman's Combat Load." Infantr,
January-February 1973, p. 28.

Langley, D. B., Capt. "Too Much Gear, Too Few People."

Marine Corps Gazette, June 1985, pp. 50-52.

Perkins, Stephen P., CPT. "Standardize Combat Load."

Infantry, January-February 1986, pp. 16-18.

Robinson, R. H., COL. "Queen of Battle or Beast of Burden?"

Infantry, May-June 1970, pp. 28-29.
Wayne, D. H., COL and MAJ W. E. Burke. "Doing Something for
the Soldier Everyday." Army LocisticiAn, March-
April 1994, pp. 2-5,

Wilson, Dale E., CPT. "The Light Fighter's Load: Let's

Reconsider it--Again." Infantry, May-June 1988, pp.
13-14.

"Infantryman's Load." Infantry Journal, July

1926, pp. 82-83.
". "Lighter Load." A L._..Dice.s._, March 1970, p. 71.

Government Publications
Allie, Stephen J. All He Could Ca=y. Frontier Army
Museum, November 1991.

Lothian, N. W., Major. "The Load Carried by the Soldier."

Royal Army Medical Corps, 1922. Reprinted by the U.S.
Quartermaster General, Research and Development
Branch. Fort Belvoir, Va., 1954.
Field Manual 7-8. Infantry Rifle Platoon and Sguad.
Headquarters, Department of the Army, April 1992.

108
Field Manual 7-10. TIJh&nfantrv Rifle Company.
Headquarters, Department of the Army, December 1990.

Field Manual 2.1-18. Foot Marches. Headquarters,

Department of the Army, June 1990.

Field Manual 22-9. Soldier Performance in Continuous

Opeations. Headquarters, Department of the Army,
December 1991.

Field Manual 22-100. MiLtary Leadershio. Headquarters,

Department of the Army, July 1990.

Field Manual 25-100, Trainlna the Force. Headquarters,

Department of the Army, November 1988.

Field Manual 100-5. Oap.eraLtnz. Headquarters. Department

of the Army, June 1993.

U.S. Army Infantry Combat Developments Agency. "A Study to

Reduce the Load of the Infantry Combat Soldier." Fort
Benning, Ga,: 1962.

U.S. Army Infantry School. "Soldier Modernization Plan:

Executive Level Review." Fort Benning, Ga.: December
1991.

U.S. Army Combat Developments Command. "A Study to Conserve

the Energy of the Combat Infantryman." Fort Belvoir,
Va.,: February 1964.

U.S. Army Combined Arms Command, Center for Army Lessons

Learned Bulletins No.'s 1-88 and 90-9. Fort
Leavenworth, KS.
U.S. Army Natick Laboratories. "The Carrying of Loads
within an Infantry Company." Natick, Mass.: May 1973.

U.S. Army Natick ReseaLch, Development, and Engineering

Center. "Technology Demonstration for Lightening the
Soldier's Load." Natick, Mass: February 1988.

U.S. Army Natick Research, Development, and Engineering

Center. "1988 Anthropometric Survey of U.S. Army
Personnel: Methods and Summary Statistics." Natick,
Mass: September 1989.

U.S. Department of the Army. Observations Report - Lessons

Learned #4-67, "Observations of a Bcttallon
Commander." June 7, 1967.

109
 Other Documents

Mayville, William C., CPT. "Soldier's Load." Monugraph,

U.S. Army Infantry School, 1986.

O'Brien, John J., Major. "Size 12 Leather Personnel

Carriers: Tactical Mobility and the Light Infantry."
Monograph, School of Advanced Military Studies, U.S.
Army Command and General Staff College, 1990.

U.S. Army Development and Employment Agency. Briefing

Packet, "Lightening the Soldier's Load: A Systems
Approach." 1986 and 1987 versions.

U.S. Army Infantry Center. Information packet provided by

Donovan Technical Library, Fort Benning, Ga.: 1993.

U.S. Army Infantry School. "Soldier Modernization Plan:

Executive Level Review." Fort Benning, Ga.: 1991.

U.S. Army Infantry School. Information packets provided by

Directorate of Combat Developments and Dismounted
Battlespace Battle Lab, Fort Benning, Ga.: 1994.

U.S. Army Joint Readiness Training Center. Soldier's Load

Information and Data Packet, January 1994,

U.S. Army National Training Center. Soldier's Load

Information Packet, January 1994.

110
 INITIAL DISTRIBUTION LIST

1. Combined Arms Research Library

U.S. Army Command and General Staff College
Fort Leavenworth, KS 66027-6900
2. Defense Technical Information Center
Cameron Station
Alexandria, VA 2231.4
3. LTC Thomas P. Ryan
Department of Joint and Combined Operations
USACGSC
Fort Leavenworth, KS 66027-6900
4. LTC Charles M. Gelwix
Center for Army Tactics
USACGSC
Fort Leavenworth, KS 66027-6900
5. MAJ Michael R. Payne
1231 Par 4 Road
Kalamazoo, MI 49008
6. Donovan Technical Library
United States Army Infantry School
Fort Benning, Georgia 31905

111
 CERTIFICATION FOR MMAS DISTRIBUTION STATEMENT

1. Qertification Date! Y/2

2. Thesis Author: TC-PI46A J*-7-

Tw~ EN. 1i4A ' L.4
3. ThesisT~itn: '7;415 MArT7P IF I z'
J~OLD~ 6,40

4, Thesis Committee Memberl.

5, Distribution Smatemenrt: See distribution statementj A-X on reverse,

then circle anpropriate distribution statement letter code below:

O 2 C D E F X SEE EXPLANATION OF CODES ON REVERSE

If your thesis does not fit into any of the above categories or is
olassified, you must coordinate with the classified section at CARL.

6. Jua atkai Juitification is required Cor any distribution other

than described in Distribution Statement A. All or part of a thesis may
justify distribution limitation, See limitation justification
statements 1-10 on reverse, then list, below, the statement(s) that
applies (apply) to your thesis and corresponding chapters/sections and
pages. Follow sample format shown below:

--------.
SAMPLE -------------- SAMPLE ------------------ SAMPLE .............
SLimitation Justifiation Statement / rhaugerISgction / Pj A
Direct
D Military SUPPOrt (10) / Chapter 3 / 2..
L critical Technolg (3.LL / Sect, 4 31 L
E Administrative Operationial Use (7) / Chanter I 13-32.
SAMPLE---------
---------. --- SAMPLE ----------------- SAMPLE .............
Fill in. limitation justification for your thesis below:
Limitation Justificationg Statemen Chapter/Section EAgIe(s)

7. XMAS Thesis Author's SianAture!

STATEMENT A: Approved for public release; distribution is unlimited.
(Documents with this statement may be made available or sold to the
general public and foreign nationals),

ST N : Distribution authorized to US. Government agencies only

(insert reason and date ON REVERSE OF THIS FORM). Currently used
reasons for imposing this statement include the following:
1. Foreicn Government Information. Protection of foreign
information,
2. Progrietarv Information. Protection of proprietary
information not owned by the U.S. Government.
3. Critical Technologv. Protection and control of critical
technology including technical data with potential military application,
4. Test and Evaluation. protection of test and evaluation of
commercial production or military iardware.
S. Contragtor Performance Evaluation. Protection of information
involving contractor performance evaluation.
6. Premature Dissemlnationo. Protection of information involving
systems or hardware from premature dissemination.
7. Admnistirative/Ooerational Use. Protection of information
restricted to official use or for administrative or operational
purpoles.
S. Software Documentation. Protection of software documentation
- release only in accordance with the provisions of DoD Instruction
7930.2.
9. Specific Authority. Protection of information required by a
specific authority.
10. 2ict Military Support. To protect export-controlled
technical data of such military significance that release for purposes
other than direct support of DoD-approved activities may jeopardize a
U.S. military advantage.
S M : Distribution authorized to U.S. Government agencies and
their contractorsi (REASON AND DATE), Currently most used reasons are
1, 3, 7, 8, and 9 above,
STATEMENT Di Distribution authorized to DoD and U.S. DoD contractors
only; (REASON AND DATE). Currently most used reasons are 1, 3, 7, 8,
and 9 above.
S NT gi Distribution authorized to DOD only; (REASON AND DATE).
Currently most used reasons are 1, 2, 3, 4, 5, 6, 7, 8, 9, and 10.

SAMENT F: Further dissemination only as directed by (controlling DoD

office and date), or higher DoD authority, Used when the DoD originator
determines that information is subject to special dissemination
limitation specified by paragraph 4-505, DoD 5200.1-R.
X: Distribution authorized to U.S. Government agencies and
private individuals of enterprises eligible to obtain export-controlled
technical data in accordance with DoD Directive 5230.25; (date).
Controlling DoU office is (insert),